Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$272K
- Vision$272K
- Life$272K
- Short-term disability$272K
- Long-term disability$272K
- Other$272K
Sponsor portfolio
HOSPITALITY VENTURES LLC THE UMSTEAD HOTEL & SPA
EIN 20-1103957events servicesLatest filing 2025
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$2.4M premiums
Participants
818
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 339 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOSPITALITY VENTURES 401(K) PLAN
401k
Assets$12.0M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOSPITALITY VENTURES LLC EMPLOYEE BENEFIT PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$2.4M
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOSPITALITY VENTURES 401(K) PLAN | 401k | $12.0M | 485 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOSPITALITY VENTURES LLC EMPLOYEE BENEFIT PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $2.4M | 339 | 2025 |
Retirement plans
Welfare plans