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Sponsor portfolioWelfare / HealthEIN 68-0421094
HOLT OF CALIFORNIA
7310 PACIFIC AVENUE · PLEASANT GROVE, CA 95668
9169218910
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
588
No prior year
Total participants
543
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #504$4.3M
HOLT OF CALIFORNIA HEALTH AND WELFARE PLAN
Mixed588 covered·4 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #502$2.4M
HOLT OF CALIFORNIA HEALTH BENEFITS PLAN
Fully insured335 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$219K
HOLT OF CALIFORNIA, LIFE, AD&D/LONG TERM DISABILITY PLAN
Fully insured347 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #501$0
HOLT OF CALIFORNIA DENTAL & VISION PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.6M | 39.3% | |
| Prescription drug | $3.6M | 39.3% | |
| Life | $661K | 7.2% | |
| Long-term disability | $661K | 7.2% | |
| Other | $661K | 7.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $2.7M | 62.9% | 1 | 2 | 454 |
EIN 680393304 | HRx | $930K | 21.7% | 1 | 1 | 130 |
EIN 135123390 | LLTDOth | $661K | 15.4% | 1 | 1 | 588 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, KAISER FOUNDATION HEALTH PLAN, INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, WESTERN HEALTH ADVANTAGE | $152K | $13K | $165K | 100.0% | 1 |
History & trajectory
11 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