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Sponsor portfolio

ROYAL SHELL VACATIONS, INC.

EIN 65-0753690-hospitality-Latest filing 2025
Plans
2
Retirement
1
$839K assets
Welfare
1
$836K premiums
Participants
225
7290 COLLEGE PARKWAY, SUITE 200 - FORT MYERS, FL 33907239-333-1790royalshell.comLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filings
#001401k-$839K - 115 part#502Fully Insured-$836K - 114 lives

Benefits portfolio analytics

1 plan / $836K premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$750K
  • Prescription drug$750K
  • Dental$86K
  • Vision$86K
  • Life$86K
  • Short-term disability$86K
  • +1 more
Total $836K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UPMC HEALTH OPTIONS49%
  • BLUE CROSS OF CALIFORNIA41%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $836K3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS97%
  • WATCHTOWER BENEFITS, LLC3%
Total $39K2 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

ROYAL SHELL VACATIONS, INC. 401(K) PROFIT SHARING PLAN AND T

401k

Assets$839K
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROYAL SHELL VACATIONS INC. WELFARE BENEFITS PLAN

Fully Insured - HEALTH OPTIONS, INC.

Premiums$836K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROYAL SHELL VACATIONS, INC. 401(K) PROFIT SHARING PLAN AND T401k$839K1152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROYAL SHELL VACATIONS INC. WELFARE BENEFITS PLANFully InsuredHEALTH OPTIONS, INC.$836K1142025
Retirement plans
Welfare plans
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