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Sponsor portfolio

OLD EDWARDS HOSPITALITY GROUP, LLC

EIN 56-2320950-hospitality-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$368K premiums
Participants
743
137 S. 4TH STREET - HIGHLANDS, NC 28741828-787-2697companycareersite.comLinkedIn51-200 employeeshospitality
Plans on this EIN
2 filings
#001401k-$6.4M - 316 part#501Mixed-$368K - 427 lives

Benefits portfolio analytics

1 plan / $368K premiums / 427 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$147K
  • Vision$147K
  • Other$87K
  • Life$86K
  • Short-term disability$84K
  • Long-term disability$50K
Total $368K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • USABLE LIFE60%
  • BLUE CROSS OF CALIFORNIA40%
  • WESTERN EAP INC.0%
Total $368K3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • HUB INTERNATIONAL MIDWEST LIMITED67%
  • MOSAIC GROUP SERVICES28%
  • WENDY PACE5%
Total $38K3 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

OLD EDWARDS HOSPITALITY GROUP 401(K) PLAN

401k

Assets$6.4M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OLD EDWARDS HOSPITALITY GROUP WELFARE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF NORTH CAROLINA

Premiums$368K
Covered lives427
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OLD EDWARDS HOSPITALITY GROUP 401(K) PLAN401k$6.4M3162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OLD EDWARDS HOSPITALITY GROUP WELFARE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF NORTH CAROLINA$368K4272025
Retirement plans
Welfare plans
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