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Sponsor portfolio

HOSPITALITY RESTAURANT GROUP, INC.

EIN 38-3632404-food & beverages-Latest filing 2025
Plans
4
Retirement
1
$5.2M assets
Welfare
3
$270K premiums
Participants
2,731
745 SOUTH GARFIELD AVENUE, SUITE A - TRAVERSE CITY, MI 496863479231-941-5052hrgweb.comLinkedIn1001-5000 employeesfood & beverages
Plans on this EIN
4 filings
#001401k-$5.2M - 2,133 part#502Fully Insured-$253K - 273 lives#503Fully Insured-$17K - 194 lives#501Self Funded-0 lives

Benefits portfolio analytics

3 plans / $270K premiums / 467 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$169K
  • Short-term disability$169K
  • Long-term disability$169K
  • Other$169K
  • Dental$85K
  • Vision$17K
Total $270K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA63%
  • DELTA DENTAL OF CALIFORNIA31%
  • VISION SERVICE PLAN6%
Total $270K3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • IMA, INC.80%
  • JAMES R NELLIGAN & ASSOCIATES LLC20%
Total $36K2 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

HOSPITALITY RESTAURANT GROUP, INC. 401(K) PLAN

401k

Assets$5.2M
Participants2,133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HOSPITALITY RESTAURANT GROUP, INC. GROUP DENTAL AND LIFE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$253K
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HOSPITALITY RESTAURANT GROUP, INC. VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$17K
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HOSPITALITY RESTAURANT GROUP, INC. GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOSPITALITY RESTAURANT GROUP, INC. 401(K) PLAN401k$5.2M2,1332024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HOSPITALITY RESTAURANT GROUP, INC. GROUP DENTAL AND LIFE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$253K2732025
503HOSPITALITY RESTAURANT GROUP, INC. VISION PLANFully InsuredVISION SERVICE PLAN$17K1942025
501HOSPITALITY RESTAURANT GROUP, INC. GROUP HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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