Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$133K
- Vision$133K
- Life$49K
- Long-term disability$49K
- Other$49K
Sponsor portfolio
THE SANTA LUCIA PRESERVE COMPANY
EIN 26-1261408hospitalityLatest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$182K premiums
Participants
400
ONE RANCHO SAN CARLOS ROAD - CARMEL, CA 939237999831-626-8200santaluciapreserve.comLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $182K premiums / 280 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- PRINCIPAL LIFE INSURANCE COMPANY73%
- UNUM LIFE INSURANCE COMPANY OF AMERICA27%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE SANTA LUCIA PRESERVE CO. 401(K) PLAN
401k
Assets$8.4M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE SANTA LUCIA PRESERVE COMPANY WELFARE PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$182K
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SANTA LUCIA PRESERVE CO. 401(K) PLAN | 401k | $8.4M | 223 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE SANTA LUCIA PRESERVE COMPANY WELFARE PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $182K | 280 | 2025 |
Retirement plans
Welfare plans