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  2. BONITA BAY CLUB, INC.
Sponsor portfolioTH

BONITA BAY CLUB, INC.

EIN 27-0155624-hospitality-Latest filing 2025
Plans
2
Retirement
1
$15.3M assets
Welfare
1
$1.2M premiums
Participants
4,217
26660 COUNTRY CLUB DRIVE - BONITA SPRINGS, FL 341344301239-949-5030bonitabayclub.netLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filings
#001401k-$15.3M - 329 part#501Fully Insured-$1.2M - 3,645 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 3,645 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$907K
  • Dental$132K
  • Vision$132K
  • Life$63K
  • Long-term disability$37K
  • Short-term disability$25K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
  • STANDARD INSURANCE COMPANY11%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • BROWN & BROWN INSURANCE SERVICES89%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC11%
Total $95K2 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

BONITA BAY CLUB 401(K) PLAN

401k

Assets$15.3M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BONITA BAY CLUB, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives3,645
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BONITA BAY CLUB 401(K) PLAN401k$15.3M3292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BONITA BAY CLUB, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M3,6452025
Retirement plans
Welfare plans
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