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  2. THE SHADY CANYON GOLF CLUB, INC.
Sponsor portfolio

THE SHADY CANYON GOLF CLUB, INC.

EIN 33-0965956-Latest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$1.6M premiums
Participants
350
100 SHADY CANYON DRIVE - IRVINE, CA 92603949-856-7026LinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$11.2M - 239 part#501Fully Insured-$1.6M - 198 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Prescription drug$1.6M
  • Life$31K
  • Other$25K
  • Vision$16K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CALIFORNIA PHYSICIANS SERVICE96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • AFLAC0%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ALLIANT INSURANCE SERVICES, INC.98%
  • VARIOUS - SEE ATTACHED2%
Total $99K2 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

SHADY CANYON GOLF CLUB 401(K) SAVINGS PLAN

401k

Assets$11.2M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHADY CANYON HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.6M
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHADY CANYON GOLF CLUB 401(K) SAVINGS PLAN401k$11.2M2392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHADY CANYON HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$1.6M1982025
Retirement plans
Welfare plans
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