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Sponsor portfolioWelfare / HealthEIN 39-1777699

HOLTZ BUILDERS, INC.

PO BOX 429 · LAKE DELTON, WI 53940
6082530990
Plans filed
1
Years active
2024–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$947K
No prior year
Persons covered
241
No prior year
Total participants
155
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$947K
HOLTZ COMPANY WRAP PLAN
Fully insured241 covered·3 carriers
Primary: DEAN HEALTH PLAN INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$937K94.8%
Other$10K1.0%
Dental$8K0.8%
Vision$8K0.8%
Life$8K0.8%
Short-term disability$8K0.8%
Long-term disability$8K0.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DEAN HEALTH PLAN INC
EIN 391535024
H
$937K98.9%11178
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$8K0.9%11241
AFLAC
EIN 822723296
Oth
$2K0.2%1124

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HAUSMANN GROUP INCMADISON, WIDEAN HEALTH PLAN INC, PRINCIPAL LIFE INSURANCE COMPANY$22K$0$22K99.0%1
DARREN E KINGKNOXVILLE, TNAFLAC$92$0$920.4%1
CASEY A CURLEEKNOXVILLE, TNAFLAC$70$0$700.3%1
MATTHEW D BUTLERLOUDON, TNAFLAC$30$0$300.1%1
ROBERT TAYLOR GROUP INCKNOXVILLE, TNAFLAC$28$0$280.1%1
TAYLOR THIGPENKNOXVILLE, TNAFLAC$4$0$40.0%1
CYNTHIA B MOOREKNOXVILLE, TNAFLAC$3$0$30.0%1

History & trajectory

2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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