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Sponsor portfolio

CELEBRATION RESTAURANT GROUP LLC

EIN 45-3935068-restaurants-Latest filing 2024
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$449K premiums
Participants
1,422
1170 CELEBRATION BLVD, SUITE 102 - CELEBRATION, FL 347474604321-969-2924celebrationrg.comLinkedIn1001-5000 employeesrestaurants
Plans on this EIN
2 filings
#001401k-$2.6M - 930 part#501Mixed-$449K - 418 lives

Benefits portfolio analytics

1 plan / $449K premiums / 418 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$449K
  • Dental$301K
  • Vision$301K
  • Life$301K
  • Short-term disability$301K
  • Long-term disability$301K
Total $449K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNITEDHEALTHCARE INSURANCE COMPANY67%
  • AFLAC33%
Total $449K2 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • WHITNEY RUSSELL42%
  • INSURANCE OFFICE OF AMERICA24%
  • MJ INSURANCE15%
  • TODD S SHIPLEY6%
  • THE PERRY GROUP INC5%
  • +2 more
Total $30K7 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

CELEBRATION RESTAURANT GROUP 401(K) PLAN

401k

Assets$2.6M
Participants930
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CELEBRATION RESTAURANT GROUP WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$449K
Covered lives418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CELEBRATION RESTAURANT GROUP 401(K) PLAN401k$2.6M9302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CELEBRATION RESTAURANT GROUP WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$449K4182024
Retirement plans
Welfare plans
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