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Sponsor portfolioWelfare / HealthEIN 66-0563016

HOLSUM DE PUERTO RICO, INC.

CALL BOX 8282 · TOA BAJA, PR 00951
7877988282
Plans filed
1
Years active
2016–2024
Industry
NAICS 31
Latest filing
2024
Total premiums (latest)
$215K
No prior year
Persons covered
735
No prior year
Total participants
750
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$215K
HOLSUM BAKERS EMPLOYEES' WELFARE BENEFIT PLAN
Mixed735 covered·1 carrier
Primary: UNIVERSAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$145K67.6%
Long-term disability$70K32.4%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNIVERSAL LIFE INSURANCE COMPANY
EIN 660502334
LLTD
$215K100.0%12735

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSAN JUAN, PRUNIVERSAL LIFE INSURANCE COMPANY$34K$0$34K100.0%1

History & trajectory

9 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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