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Sponsor portfolioWelfare / HealthEIN 20-4091341

HOLT SALES AND SERVICE LLC

2515 DEAN AVENUE · DES MOINES, IA 50317
5152628482
Plans filed
1
Years active
2025–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$83K
No prior year
Persons covered
82
No prior year
Total participants
35
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$83K
HOLT SALES AND SERVICE LLC. HEALTH PLAN
Mixed82 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$61K36.5%
Vision$61K36.5%
Life$22K13.5%
Short-term disability$22K13.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DV
$61K73.1%1182
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LSTD
$22K26.9%1136

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NORTH RISK PARTNERS LLCSAINT CLOUD, MNPRINCIPAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$8K$634$9K65.2%1
ASSUREDPARTNERSBLUE BELL, PASUN LIFE ASSURANCE COMPANY OF CANADA$0$3K$3K25.7%1
BENEFIT ADVOCATESWAUKEE, IAPRINCIPAL LIFE INSURANCE COMPANY$1K$0$1K9.1%1

Policy details

Latest year, by plan
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