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Sponsor portfolio

MERRITT HOSPITALITY LLC

EIN 52-2353526-hospitality-Latest filing 2025
Plans
2
Retirement
1
$198.2M assets
Welfare
1
$7.9M premiums
Participants
18,181
101 MERRITT 7, FIRST FLOOR - NORWALK, CT 06851203-849-2271merritthospitality.orgLinkedIn11-50 employeeshospitality
Plans on this EIN
2 filings
#001401k-$198.2M - 11,474 part#501Mixed-$7.9M - 13,062 lives

Benefits portfolio analytics

1 plan / $7.9M premiums / 13,062 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Life$3.1M
  • Short-term disability$3.1M
  • Long-term disability$3.1M
  • Other$3.1M
  • Dental$275K
Total $7.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • KAISER FOUNDATION HEALTH PLAN INC56%
  • HARTFORD LIFE AND ACCIDENT39%
  • SIMNSA3%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
Total $7.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • THE ORIENTATION COMPANY, INC.65%
  • WILLIS TOWERS WATSON US LLC35%
Total $149K2 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

HEI HOTELS AND RESORTS 401(K) PLAN

401k

Assets$198.2M
Participants11,474
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEI HOTELS AND RESORTS WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$7.9M
Covered lives13,062
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEI HOTELS AND RESORTS 401(K) PLAN401k$198.2M11,4742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEI HOTELS AND RESORTS WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$7.9M13,0622025
Retirement plans
Welfare plans
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