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Sponsor portfolio

THE POOL AND SPA DEPOT LLC

EIN 62-1651281-retail-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$119K premiums
Participants
385
165 STONES RIVER ROAD - LA VERGNE, TN 37086615-514-1911poolandspadepot.comLinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#001401k-$2.4M - 190 part#501Mixed-$119K - 196 lives

Benefits portfolio analytics

1 plan / $119K premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$53K
  • Vision$53K
  • Other$41K
  • Life$20K
  • Short-term disability$13K
  • Long-term disability$12K
Total $119K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY56%
  • BLUE CROSS OF CALIFORNIA44%
Total $119K2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • BROWN & BROWN INSURANCE SERVICES68%
  • COURTNEY E NELSON32%
Total $19K2 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 POOL AND SPA DEPOT LLC 401(K) PLAN

401k

Assets$2.4M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE POOL AND SPA DEPOT LLC EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$119K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE POOL AND SPA DEPOT LLC 401(K) PLAN401k$2.4M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE POOL AND SPA DEPOT LLC EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF TENNESSEE, INC.$119K1962025
Retirement plans
Welfare plans
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