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Sponsor portfolio

BOCA WOODS COUNTRY CLUB

EIN 59-2720777-recreational facilities and services-Latest filing 2025
Plans
3
Retirement
1
$5.3M assets
Welfare
2
$1.8M premiums
Participants
423
10471 BOCA WOODS LANE - BOCA RATON, FL 33428561-487-2800LinkedIn51-200 employeesrecreational facilities and services
Plans on this EIN
3 filings
#001401k-$5.3M - 190 part#510Fully Insured-$972K - 80 lives#501Fully Insured-$865K - 158 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$802K
  • Dental$46K
  • Vision$46K
  • Life$16K
  • Other$16K
Total $865K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITED HEALTHCARE INSURANCE COMPANY93%
  • COMBINED INSURANCE COMPANY OF AMERICA5%
  • USABLE LIFE2%
Total $865K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • INSURANCE MANAGEMENT SERVICES99%
  • BROWN & BROWN INSURANCE SERVICES1%
Total $62K2 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 WOODS COUNTRY CLUB ASSOCIATION 401(K) PLAN

401k

Assets$5.3M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

BOCA WOODS COUNTRY CLUB EMPLOYEE WELFARE BENEFITS PLAN

Fully Insured - HEALTH OPTIONS, INC

Premiums$972K
Covered lives80
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BOCA WOODS COUNTRY CLUB BENEFITS

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$865K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOCA WOODS COUNTRY CLUB ASSOCIATION 401(K) PLAN401k$5.3M1902024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510BOCA WOODS COUNTRY CLUB EMPLOYEE WELFARE BENEFITS PLANFully InsuredHEALTH OPTIONS, INC$972K802024
501BOCA WOODS COUNTRY CLUB BENEFITSFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$865K1582025
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