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Sponsor portfolioTH

AUGUSTA NATIONAL, INC.

EIN 58-0148990-recreational facilities and services-Latest filing 2025
Plans
4
Retirement
2
$98.2M assets
Welfare
2
$1.0M premiums
Participants
2,345
2604 WASHINGTON ROAD - AUGUSTA, GA 30904706-667-6000LinkedIn201-500 employeesrecreational facilities and services
Plans on this EIN
4 filings
#002401k-$54.5M - 636 part#001TraditionalDB-$43.7M - 652 part#501Mixed-$1.0M - 680 lives#502Fully Insured-$10K - 533 lives

Retirement portfolio analytics

2 plans aggregated / $98.2M assets / 1,288 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • INC. INVESTMENT Savings (#002)55%
  • AUGUSTA NATIONAL, INC. (#001)45%
Total $98.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AUGUSTA NATIONAL, INC. (#001)652
  • INC. INVESTMENT Savings (#002)636
Total 1,288Click row to drill in

Benefits portfolio analytics

2 plans / $1.0M premiums / 1,213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$585K
  • Other$530K
  • Life$520K
  • Short-term disability$486K
  • Dental$383K
  • Vision$383K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA61%
  • STARMOUNT LIFE INSURANCE COMPANY38%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • WILLIS TOWERS WATSON US LLC96%
  • NFP INSURANCE SERVICES INC2%
  • AON CONSULTING INC1%
Total $135K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AUGUSTA NATIONAL, INC. INVESTMENT SAVINGS PLAN

401k

Assets$54.5M
Participants636
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF AUGUSTA NATIONAL, INC.

TraditionalDB

Assets$43.7M
Participants652
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUGUSTA NATIONAL, INC. WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.0M
Covered lives680
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

AUGUSTA NATIONAL, INC EMPLOYEE ASSISTANCE PROGRAM

Fully Insured - HEALTH ADVOCATE SOLUTIONS, INC.

Premiums$10K
Covered lives533
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AUGUSTA NATIONAL, INC. INVESTMENT SAVINGS PLAN401k$54.5M6362024
001RETIREMENT PLAN FOR EMPLOYEES OF AUGUSTA NATIONAL, INC.TraditionalDB$43.7M6522025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUGUSTA NATIONAL, INC. WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.0M6802025
502AUGUSTA NATIONAL, INC EMPLOYEE ASSISTANCE PROGRAMFully InsuredHEALTH ADVOCATE SOLUTIONS, INC.$10K5332025
Retirement plans
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