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Sponsor portfolioTH

MONTAGE HOTELS AND RESORTS, LLC

EIN 03-0387343-hospitality-Latest filing 2025
Plans
2
Retirement
1
$139.3M assets
Welfare
1
$21.1M premiums
Participants
8,089
3 ADA PARKWAY, SUITE 100 - IRVINE, CA 92618949-715-5000montagehotels.comLinkedIn1001-5000 employeeshospitality
Plans on this EIN
2 filings
#001401k-$139.3M - 5,334 part#501Fully Insured-$21.1M - 3,697 lives

Benefits portfolio analytics

1 plan / $21.1M premiums / 3,697 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.4M
  • Prescription drug$17.3M
  • Other$2.3M
  • Dental$2.1M
  • Life$1.9M
  • Long-term disability$1.9M
  • +2 more
Total $21.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • ANTHEM LIFE INSURANCE COMPANY51%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • SELECTHEALTH9%
  • SIMNSA1%
  • +3 more
Total $21.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • WILLIS TOWERS WATSON US LLC55%
  • HODGES-MACE LLC28%
  • ALIGHT SOLUTIONS19%
  • AON CONSULTING INC-2%
Total $1.0M4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MONTAGE HOTELS & RESORTS 401(K) PLAN

401k

Assets$139.3M
Participants5,334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTAGE HOTELS & RESORTS, LLC WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$21.1M
Covered lives3,697
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTAGE HOTELS & RESORTS 401(K) PLAN401k$139.3M5,3342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTAGE HOTELS & RESORTS, LLC WELFARE PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$21.1M3,6972025
Retirement plans
Welfare plans
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