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  2. TRAVEL & LEISURE CO.
Sponsor portfolioTH

TRAVEL & LEISURE CO.

EIN 20-0052541-hospitality-Latest filing 2025
Plans
3
Retirement
2
$964.5M assets
Welfare
1
$21.0M premiums
Participants
31,094
501 WEST CHURCH STREET - ORLANDO, FL 32805407-626-5200travelandleisureco.comLinkedIn10001+ employeeshospitality
Plans on this EIN
3 filings
#001401k-$962.9M - 16,663 part#002ProfitSharing-$1.6M - 59 part#501Mixed-$21.0M - 15,114 lives

Retirement portfolio analytics

2 plans aggregated / $964.5M assets / 16,722 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • CO. EMPLOYEE Savings (#001)100%
  • RICO EMPLOYEE Savings (#002)0%
Total $964.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MERRILL LYNCH PIERCE FENNER & SMITH100%
  • (Not disclosed)0%
Total $964.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CO. EMPLOYEE Savings (#001)16,663
  • RICO EMPLOYEE Savings (#002)59
Total 16,722Click row to drill in

Benefits portfolio analytics

1 plan / $21.0M premiums / 15,114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.8M
  • Prescription drug$9.8M
  • Life$3.8M
  • Long-term disability$3.2M
  • Other$2.7M
  • Vision$1.6M
Total $21.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
29%top
  • SECURIAN LIFE INSURANCE COMPANY29%
  • HAWAII MEDICAL SERVICE ASSOCIATION26%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY15%
  • VISION SERVICE PLAN7%
  • +2 more
Total $21.0M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $714K1 slice

Plan deep-dives

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

TRAVEL + LEISURE CO. EMPLOYEE SAVINGS PLAN

401k

Assets$962.9M
Participants16,663
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRAVEL + LEISURE CO. PUERTO RICO EMPLOYEE SAVINGS PLAN

ProfitSharing

Assets$1.6M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRAVEL & LEISURE CO.

Mixed - HAWAII MEDICAL SERVICE ASSOCIATION

Premiums$21.0M
Covered lives15,114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRAVEL + LEISURE CO. EMPLOYEE SAVINGS PLAN401k$962.9M16,6632024
002TRAVEL + LEISURE CO. PUERTO RICO EMPLOYEE SAVINGS PLANProfitSharing$1.6M592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRAVEL & LEISURE CO.MixedHAWAII MEDICAL SERVICE ASSOCIATION$21.0M15,1142025
Retirement plans
Welfare plans
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