Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$877K
- Dental$80K
- Vision$80K
- Life$80K
- Short-term disability$80K
- Long-term disability$80K
- +1 more
Filings through .
Sponsor portfolio
Heritage Palms Golf & Country Club
EIN 65-0825023sportsLatest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$956K premiums
Participants
292
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $956K premiums / 106 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPTCO MEP 401(K) FOR HERITAGE PALMS GOLF AND COUNTRY CLUB
401(k)
Assets$4.3M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE PALMS GOLF & COUNTRY CLUB EMPLOYEE BENEFIT WELFARE PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$956K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPTCO MEP 401(K) FOR HERITAGE PALMS GOLF AND COUNTRY CLUB | 401(k) | $4.3M | 186 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE PALMS GOLF & COUNTRY CLUB EMPLOYEE BENEFIT WELFARE PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $956K | 106 | 2025 |
Retirement plans
Welfare plans