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Sponsor portfolio

BLUEGRASS HOSPITALITY GROUP

EIN 20-1453313-Latest filing 2025
Plans
2
Retirement
1
$13.1M assets
Welfare
1
$696K premiums
Participants
1,353
866 MALABU DRIVE - LEXINGTON, KY 40502859-288-2100
Plans on this EIN
2 filings
#001401k-$13.1M - 1,015 part#510Mixed-$696K - 475 lives

Benefits portfolio analytics

1 plan / $696K premiums / 475 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$448K
  • Stop-loss$448K
  • Dental$248K
  • Life$248K
  • Long-term disability$248K
  • Other$248K
Total $696K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • ANTHEM LIFE INSURANCE COMPANY64%
  • PRINCIPAL LIFE INSURANCE COMPANY36%
Total $696K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CHARLES PHILLIPPI100%
Total $31K1 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

BLUEGRASS HOSPITALITY GROUP 401K PLAN

401k

Assets$13.1M
Participants1,015
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

BLUEGRASS HOSPITALITY GROUP HEALTH AND WELFARE BENEFIT PLAN

Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$696K
Covered lives475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLUEGRASS HOSPITALITY GROUP 401K PLAN401k$13.1M1,0152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510BLUEGRASS HOSPITALITY GROUP HEALTH AND WELFARE BENEFIT PLANMixedANTHEM HEALTH PLANS OF KENTUCKY, INC.$696K4752025
Retirement plans
Welfare plans
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