Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$307K
- Vision$307K
- Life$307K
- Short-term disability$307K
- +2 more
Sponsor portfolio
GREY OAKS COUNTRY CLUB, LTD
EIN 65-0347219hospitalityLatest filing 2025
Plans
2
Retirement
1
$13.8M assets
Welfare
1
$2.0M premiums
Participants
479
2400 GREY OAKS DRIVE N - NAPLES, FL 341053227239-262-5550greyoakscc.comLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 206 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- BLUE CROSS OF CALIFORNIA60%
- UPMC HEALTH OPTIONS25%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Broker market share
Schedule A broker compensation
88%top
- BROWN & BROWN INSURANCE SERVICES88%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GREY OAKS COUNTRY CLUB, LTD SAVINGS PLAN
401k
Assets$13.8M
Participants272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
GREY OAKS COUNTRY CLUB, LTD WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$2.0M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GREY OAKS COUNTRY CLUB, LTD SAVINGS PLAN | 401k | $13.8M | 272 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | GREY OAKS COUNTRY CLUB, LTD WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $2.0M | 206 | 2025 |
Retirement plans
Welfare plans