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Sponsor portfolio

PRESTONWOOD COUNTRY CLUB, INC.

EIN 56-1750016-hospitality-Latest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$1.3M premiums
Participants
401
300 PRESTONWOOD PKWY - CARY, NC 27513919-467-2566prestonwood.comLinkedIn51-200 employeeshospitality
Plans on this EIN
2 filings
#001401k-$9.3M - 230 part#501Fully Insured-$1.3M - 171 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$96K
  • Vision$96K
  • Life$32K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK6%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • JOHN MCDONNELL72%
  • MARSH & MCLENNAN AGENCY LLC24%
  • PROGRESSIVE BENEFIT SOLUTIONS LLC4%
Total $40K3 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

PRESTONWOOD COUNTRY CLUB, INC. 401(K) PLAN

401k

Assets$9.3M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRESTONWOOD COUNTRY CLUB, INC.

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$1.3M
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRESTONWOOD COUNTRY CLUB, INC. 401(K) PLAN401k$9.3M2302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRESTONWOOD COUNTRY CLUB, INC.Fully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$1.3M1712025
Retirement plans
Welfare plans
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