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Sponsor portfolioTH

THE COUNTRY CLUB

EIN 04-1212940-recreational facilities and services-Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$1.1M premiums
Participants
407
191 CLYDE STREET - CHESTNUT HILL, MA 02467617-566-0244ballymeade.comLinkedIn11-50 employeesrecreational facilities and services
Plans on this EIN
2 filings
#003401k-$18.1M - 288 part#502Fully Insured-$1.1M - 119 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$1.0M
  • Prescription drug$1.0M
  • Life$120K
  • Short-term disability$120K
  • Long-term disability$120K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $46K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE COUNTRY CLUB 401(K) PLAN

401k

Assets$18.1M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE COUNTRY CLUB HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.1M
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE COUNTRY CLUB 401(K) PLAN401k$18.1M2882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE COUNTRY CLUB HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.1M1192025
Retirement plans
Welfare plans
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