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Sponsor portfolioTH

BOCA WEST COUNTRY CLUB, INC.

EIN 59-2596122-hospitality-Latest filing 2024
Plans
2
Retirement
1
$23.3M assets
Welfare
1
$3.9M premiums
Participants
990
20583 BOCA WEST DRIVE - BOCA RATON, FL 33434561-488-6933bocawestcc.orgLinkedIn501-1000 employeeshospitality
Plans on this EIN
2 filings
#001401k-$23.3M - 548 part#510Fully Insured-$3.9M - 448 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 448 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Prescription drug$3.6M
  • Other$206K
  • Life$122K
  • Long-term disability$89K
  • Short-term disability$31K
Total $3.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UPMC HEALTH OPTIONS61%
  • BLUE CROSS OF CALIFORNIA30%
  • USABLE LIFE5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $3.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MAYVILLE & ASSOCIATES93%
  • HR BENEFITS SVCS INC3%
  • WILLIAM MAYVILLE2%
  • HR BENEFITS SERVICES, INC.1%
  • US BENTEC WORKPLACE SOLUTIONS1%
  • +1 more
Total $168K6 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

BOCA WEST COUNTRY CLUB 401(K) RETIREMENT PLAN

401k

Assets$23.3M
Participants548
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

BOCA WEST COUNTRY CLUB HEALTH & WELFARE PLAN

Fully Insured - HEALTH OPTIONS, INC.

Premiums$3.9M
Covered lives448
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOCA WEST COUNTRY CLUB 401(K) RETIREMENT PLAN401k$23.3M5482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510BOCA WEST COUNTRY CLUB HEALTH & WELFARE PLANFully InsuredHEALTH OPTIONS, INC.$3.9M4482024
Retirement plans
Welfare plans
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