Form 5500 · Employee benefit plan · SOLVANG, CA
HOLZHEUS EL RANCHO MARKET INC.
The filing calls this plan HOLZHEUS EL RANCHO MARKET INC. WELFARE BENEFITS PLAN.
Public Form 5500 records show how HOLZHEUS EL RANCHO MARKET INC. of SOLVANG, CA, a wholesale trade employer, structures its employee benefits. Its broker of record is MORRIS & GARRITANO INS AGENCY. Coverage is written through ANTHEM BLUE CROSS and 1 other carrier. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2545551 · plan 501 · plan year 2025, filed Feb 24, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision and life; the largest, with ANTHEM BLUE CROSS, covers 154 people.
Reported premium across the insured contracts is $1,333,647, with $97,354 in disclosed broker commissions — about 7.3% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
MORRIS & GARRITANO INS AGENCY is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: ANTHEM BLUE CROSS and PRINCIPAL LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS | Health | 154 | Sep 1, 2025 | $1,176,166 | $81,521 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life | 194 | Sep 1, 2025 | $157,481 | $15,833 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 85 employees, 5 recordable cases, 85 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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