Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$78K
- Vision$78K
- Prescription drug$78K
- Dental$7K
- Other$5K
- Life$4K
- +1 more
Sponsor portfolio
THE ALLISON INN AND SPA
EIN 26-2292053hospitalityLatest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$89K premiums
Participants
414
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $89K premiums / 216 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITEDHEALTHCARE INSURANCE COMPANY87%
- DELTA DENTAL OF CALIFORNIA8%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- AFLAC1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
96%top
- MJ INSURANCE96%
- PINKIY WALKER3%
- JINX LIBERATO1%
- JAMES S SARANTIS0%
- RYAN DONALD AUGHENBAUGH0%
- +1 more
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 ALLISON INN 401(K) PLAN
401k
Assets$2.5M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE ALLISON INN AND SPA HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$89K
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE ALLISON INN 401(K) PLAN | 401k | $2.5M | 190 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE ALLISON INN AND SPA HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $89K | 216 | 2025 |
Retirement plans
Welfare plans