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Sponsor portfolio

SHADOW WOOD COUNTRY CLUB, INC

EIN 11-3774878-hospitality-Latest filing 2025
Plans
3
Retirement
1
$7.1M assets
Welfare
2
$58K premiums
Participants
220
22801 OAKWILDE BLVD - ESTERO, FL 34135239-390-4506shadowwoodcc.comLinkedIn201-500 employeeshospitality
Plans on this EIN
3 filings
#001401k-$7.1M - 220 part#503Self Funded-$58K - 0 lives#502Fully Insured-0 lives

Benefits portfolio analytics

2 plans / $58K premiums / 0 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • HM LIFE INSURANCE COMPANY100%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY0%
Total $58K2 slices

Broker market share

Schedule A broker compensation

Split broker
0%top
  • DIGITAL INSURANCE LLC0%
  • CENTRO BENEFITS RESEARCH LLC0%
Total $02 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

SHADOW WOOD COUNTRY CLUB, INC. 401(K) PLAN

401k

Assets$7.1M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SHADOW WOOD COUNTRY CLUB, INC GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$58K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SHADOW WOOD COUNTRY CLUB WELFARE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHADOW WOOD COUNTRY CLUB, INC. 401(K) PLAN401k$7.1M2202025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SHADOW WOOD COUNTRY CLUB, INC GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$58K02025
502SHADOW WOOD COUNTRY CLUB WELFARE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$002025
Retirement plans
Welfare plans
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