PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Augusta National, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Augusta National, Inc.

EIN 58-0148990-recreational facilities and services-Latest filing 2025
Plans
4
Retirement
2
$110.2M assets
Health & Benefits
2
$1.0M premiums
Participants
2,369
2604 WASHINGTON ROAD - AUGUSTA, GA 30904706-667-6000LinkedIn201-500 employeesrecreational facilities and services
Plans on this EIN
4 filings
#002401(k)-$66.4M - 660 part#001Traditional DB-$43.7M - 652 part#501Mixed-$1.0M - 680 lives#502Fully insured-$10K - 533 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $110.2M assets / 1,312 participants

Assets by plan

Share of aggregate retirement assets

  • INC. INVESTMENT Savings (#002)$66.4M
  • AUGUSTA NATIONAL, INC. (#001)$43.7M
Total $110.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. INVESTMENT Savings (#002)660
  • AUGUSTA NATIONAL, INC. (#001)652
Total 1,312Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

AUGUSTA NATIONAL, INC. INVESTMENT SAVINGS PLAN

401(k)

Assets$66.4M
Participants660
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF AUGUSTA NATIONAL, INC.

Traditional DB

Assets$43.7M
Participants652
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

AUGUSTA NATIONAL, INC. WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.0M
Covered lives680
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

AUGUSTA NATIONAL, INC EMPLOYEE ASSISTANCE PROGRAM

Fully insured - HEALTH ADVOCATE SOLUTIONS, INC.

Premiums$10K
Covered lives533
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002AUGUSTA NATIONAL, INC. INVESTMENT SAVINGS PLAN401(k)$66.4M6602025
#001RETIREMENT PLAN FOR EMPLOYEES OF AUGUSTA NATIONAL, INC.Traditional DB$43.7M6522025
  • AUGUSTA NATIONAL, INC. INVESTMENT SAVINGS PLAN$66.4M
    #002 · 401(k) · 2025660
  • RETIREMENT PLAN FOR EMPLOYEES OF AUGUSTA NATIONAL, INC.$43.7M
    #001 · Traditional DB · 2025652

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • AUGUSTA NATIONAL, INC. WELFARE BENEFIT PLAN$1.0M
    #501 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025680
  • AUGUSTA NATIONAL, INC EMPLOYEE ASSISTANCE PROGRAM$10K
    #502 · Fully insured · HEALTH ADVOCATE SOLUTIONS, INC. · 2025533
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica