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Sponsor portfolio

SANDESTIN INVESTMENTS, LLC

EIN 27-1254413-hospitality-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$388K premiums
Participants
945
9300 EMERALD COAST PARKWAY - DESTIN, FL 32550850-267-6209sandestininvestmentsllc.comLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filings
#001401k-$4.5M - 527 part#501Mixed-$388K - 418 lives

Benefits portfolio analytics

1 plan / $388K premiums / 418 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$223K
  • Short-term disability$223K
  • Long-term disability$223K
  • Other$223K
  • Dental$165K
  • Vision$165K
Total $388K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY57%
  • METROPOLITAN LIFE INSURANCE COMPANY43%
Total $388K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $65K1 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

SANDESTIN INVESTMENTS, LLC 401 (K) PLAN

401k

Assets$4.5M
Participants527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SANDESTIN GOLF AND BEACH RESORT BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$388K
Covered lives418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SANDESTIN INVESTMENTS, LLC 401 (K) PLAN401k$4.5M5272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SANDESTIN GOLF AND BEACH RESORT BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$388K4182025
Retirement plans
Welfare plans
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