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Sponsor portfolio

TROPICAL SMOOTHIE CAFE, LLC

EIN 37-1696565-restaurants-Latest filing 2025
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$122K premiums
Participants
268
1117 PERIMETER CENTER WEST, STE W200 - ATLANTA, GA 30338770-580-2334tropicalsmoothiecafe.comLinkedIn51-200 employeesrestaurants
Plans on this EIN
2 filings
#001401k-$10.4M - 150 part#501Mixed-$122K - 304 lives

Benefits portfolio analytics

1 plan / $122K premiums / 304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$122K
  • Dental$116K
  • Vision$116K
  • Life$6K
  • Short-term disability$6K
  • Long-term disability$6K
Total $122K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • AMERICAN UNITED LIFE INSURANCE COMPANY5%
Total $122K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SYNERGY CORPORATE SERVICES, INC.100%
Total $21K1 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

TROPICAL SMOOTHIE CAFE, LLC 401(K) PLAN

401k

Assets$10.4M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC

Premiums$122K
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TROPICAL SMOOTHIE CAFE, LLC 401(K) PLAN401k$10.4M1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC$122K3042025
Retirement plans
Welfare plans
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