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Sponsor portfolio

MCKIBBON HOTEL GROUP

EIN 58-2251064-Latest filing 2025
Plans
2
Retirement
1
$35.1M assets
Welfare
1
$818K premiums
Participants
2,816
5315 AVION PARK DRIVE, SUITE 170 - TAMPA, FL 33607813-682-6001
Plans on this EIN
2 filings
#002401k-$35.1M - 2,094 part#501Mixed-$818K - 3,055 lives

Benefits portfolio analytics

1 plan / $818K premiums / 3,055 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$456K
  • Vision$456K
  • Life$362K
  • Short-term disability$362K
  • Long-term disability$362K
  • Other$362K
Total $818K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNITEDHEALTHCARE INSURANCE COMPANY56%
  • SUN LIFE ASSURANCE COMPANY OF CANADA44%
Total $818K2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • M.E. WILSON COMPANY, LLC60%
  • HUB INTERNATIONAL MIDWEST LIMITED40%
Total $95K2 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

PROFIT SHARING PLAN AND TRUST MCKIBBON HOSPITALITY

401k

Assets$35.1M
Participants2,094
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCKIBBON HOTEL GROUP HEALTH & WELFARE BENEFITS

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$818K
Covered lives3,055
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PROFIT SHARING PLAN AND TRUST MCKIBBON HOSPITALITY401k$35.1M2,0942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCKIBBON HOTEL GROUP HEALTH & WELFARE BENEFITSMixedUNITEDHEALTHCARE INSURANCE COMPANY$818K3,0552025
Retirement plans
Welfare plans
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