Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$153K
- Vision$153K
- Life$153K
- Short-term disability$153K
- Long-term disability$153K
- Other$153K
Sponsor portfolio
PELICAN BAY FOUNDATION, INC.
EIN 59-1977547hospitalityLatest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$153K premiums
Participants
430
6251 PELICAN BAY BLVD - NAPLES, FL 34180239-596-6180pelicanbay.orgLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $153K premiums / 161 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
79%top
- DIGITAL INSURANCE LLC79%
- CENTRO BENEFITS RESEARCH LLC21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PELICAN BAY FOUNDATION, INC. 401(K) PLAN
401k
Assets$3.4M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
PELICAN BAY FOUNDATION, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$153K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PELICAN BAY FOUNDATION, INC. 401(K) PLAN | 401k | $3.4M | 301 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | PELICAN BAY FOUNDATION, INC. EMPLOYEE WELFARE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $153K | 161 | 2025 |
Retirement plans
Welfare plans