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Sponsor portfolio

GOLFTEC

EIN 26-1545931-Latest filing 2025
Plans
2
Retirement
1
$29.8M assets
Welfare
1
$562K premiums
Participants
1,869
67 INVERNESS DRIVE EAST, SUITE A - ENGLEWOOD, CO 80112720-783-2777
Plans on this EIN
2 filings
#001401k-$29.8M - 982 part#501Mixed-$562K - 864 lives

Benefits portfolio analytics

1 plan / $562K premiums / 864 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$266K
  • Life$250K
  • Long-term disability$250K
  • Other$250K
  • Vision$46K
Total $562K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY47%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA44%
  • EYEMED VISION CARE8%
Total $562K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • IMA, INC.95%
  • WATCHTOWER TECHNOLOGIES INC5%
Total $65K2 slices

Plan deep-dives

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

GOLFTEC 401(K) PLAN

401k

Assets$29.8M
Participants982
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOLFTEC WRAP PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$562K
Covered lives864
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOLFTEC 401(K) PLAN401k$29.8M9822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOLFTEC WRAP PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$562K8642025
Retirement plans
Welfare plans
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