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Sponsor portfolioTH

WESTWOOD COUNTRY CLUB, INC.

EIN 54-0715623-hospitality-Latest filing 2025
Plans
3
Retirement
2
$12.8M assets
Welfare
1
$817K premiums
Participants
362
800 MAPLE AVE. E. - VIENNA, VA 22180703-938-2300LinkedIn1-10 employeeshospitality
Plans on this EIN
3 filings
#001401k-$10.1M - 135 part#002401k-$2.7M - 91 part#501Fully Insured-$817K - 152 lives

Retirement portfolio analytics

2 plans aggregated / $12.8M assets / 226 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • CLUB, INC. 401(K) (#001)79%
  • INC. F&B 401(K) (#002)21%
Total $12.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLUB, INC. 401(K) (#001)135
  • INC. F&B 401(K) (#002)91
Total 226Click row to drill in

Benefits portfolio analytics

1 plan / $817K premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$788K
  • Prescription drug$788K
  • Life$25K
  • Long-term disability$25K
  • Other$25K
  • Dental$4K
  • +1 more
Total $817K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • INNOVATION HEALTH96%
  • PRINCIPAL LIFE INSURANCE COMPANY3%
  • AETNA LIFE INSURANCE COMPANY0%
Total $817K3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • USI INSURANCE SERVICES LLC87%
  • KELLY & ASSOCIATES INSURANCE GROUP13%
Total $9K2 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

WESTWOOD COUNTRY CLUB, INC. 401(K) PLAN

401k

Assets$10.1M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WESTWOOD COUNTRY CLUB, INC. F&B 401(K) PLAN

401k

Assets$2.7M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTWOOD COUNTRY CLUB, INC.

Fully Insured - INNOVATION HEALTH

Premiums$817K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WESTWOOD COUNTRY CLUB, INC. 401(K) PLAN401k$10.1M1352025
002WESTWOOD COUNTRY CLUB, INC. F&B 401(K) PLAN401k$2.7M912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTWOOD COUNTRY CLUB, INC.Fully InsuredINNOVATION HEALTH$817K1522025
Retirement plans
Welfare plans
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