PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. REFINED HOSPITALITY
Sponsor portfolio

REFINED HOSPITALITY

EIN 23-2597954-hospitality-Latest filing 2025
Plans
2
Retirement
1
$178K assets
Welfare
1
$754K premiums
Participants
246
328 S MAIN ST - NEW HOPE, PA 189382256215-709-2759refinedhospitality.comLinkedIn11-50 employeeshospitality
Plans on this EIN
2 filings
#001401k-$178K - 20 part#501Mewa-$754K - 211 lives

Benefits portfolio analytics

1 plan / $754K premiums / 211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$712K
  • Prescription drug$694K
  • Other$60K
  • Dental$41K
  • Vision$41K
  • Life$41K
  • +1 more
Total $754K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • ASSURITY LIFE INSURANCE COMPANY2%
Total $754K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $56K1 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

REFINED HOSPITALITY 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$178K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RH BENEFITS TRUST, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mewa - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$754K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REFINED HOSPITALITY 401(K) PROFIT SHARING PLAN & TRUST401k$178K202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RH BENEFITS TRUST, INC. EMPLOYEE WELFARE BENEFIT PLANMewaUNITEDHEALTHCARE INSURANCE COMPANY$754K2112024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica