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Sponsor portfolioTH

THE COUNTRY CLUB OF ORLANDO

EIN 59-0206825-hospitality-Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$788K premiums
Participants
235
1601 COUNTRY CLUB DRIVE - ORLANDO, FL 32804407-581-5112countrycluboforlando.comLinkedIn51-200 employeeshospitality
Plans on this EIN
2 filings
#001401k-$2.9M - 133 part#502Fully Insured-$788K - 134 lives

Benefits portfolio analytics

1 plan / $788K premiums / 134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$740K
  • Dental$48K
  • Vision$48K
  • Life$48K
  • Other$48K
Total $788K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
Total $788K2 slices

Broker market share

Schedule A broker compensation

Split broker
101%top
  • ALLIANT INSURANCE SERVICES, INC.101%
  • INSURANCE OFFICE OF AMERICA-1%
Total $44K2 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

THE COUNTRY CLUB OF ORLANDO 401(K) PLAN

401k

Assets$2.9M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE COUNTRY CLUB OF ORLANDO HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$788K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE COUNTRY CLUB OF ORLANDO 401(K) PLAN401k$2.9M1332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE COUNTRY CLUB OF ORLANDO HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$788K1342024
Retirement plans
Welfare plans
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