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Sponsor portfolioWelfare / HealthEIN 81-0349596
HOLMAN ENTERPRISES, INC.
284 FLATHEAD AVENUE · WHITEFISH, MT 59937
4068625245
- Plans filed
- 1
- Years active
- 2017–2024
- Industry
- NAICS 48
- Latest filing
- 2024
Total premiums (latest)
$2.0M
No prior year
Persons covered
255
No prior year
Total participants
368
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $1.9M | 32.7% | |
| Health | $1.9M | 32.6% | |
| Prescription drug | $1.9M | 32.6% | |
| Life | $35K | 0.6% | |
| Other | $32K | 0.5% | |
| Short-term disability | $21K | 0.4% | |
| Long-term disability | $19K | 0.3% | |
| Vision | $16K | 0.3% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRxD | $1.9M | 94.4% | 1 | 1 | 255 |
EIN 360883760 | LSTDLTDOth | $73K | 3.7% | 1 | 4 | 185 |
EIN 042381280 | Oth | $19K | 1.0% | 1 | 3 | 31 |
EIN 362598882 | V | $12K | 0.6% | 1 | 1 | 106 |
EIN 470098400 | DV | $4K | 0.2% | 1 | 1 | 14 |
EIN 731016728 | Oth | $2K | 0.1% | 1 | 3 | 5 |
EIN 420884060 | LOth | $1K | 0.1% | 1 | 1 | 9 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | CINCINNATI, OH | UNUM INSURANCE COMPANY, LEGALSHIELD, DEARBORN LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, MANHATTAN LIFE | $72K | $201 | $73K | 99.2% | 1 |
| JAMES H. VAN EPPS | ROSWELL, GA | MANHATTAN LIFE, AMERITAS LIFE INSURANCE COMPANY | $558 | $0 | $558 | 0.8% | 1 |
History & trajectory
8 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