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Sponsor portfolio

SPOTTSWOOD COMPANIES, INC.

EIN 65-0866227-hospitality-Latest filing 2025
Plans
3
Retirement
1
$9.6M assets
Welfare
2
$586K premiums
Participants
331
506 FLEMING ST - KEY WEST, FL 33040305-293-0777spottswood.comLinkedIn201-500 employeeshospitality
Plans on this EIN
3 filings
#001401k-$9.6M - 97 part#501Fully Insured-$514K - 89 lives#502Fully Insured-$73K - 145 lives

Benefits portfolio analytics

2 plans / $586K premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$47K
  • Other$16K
  • Short-term disability$9K
  • Life$2K
Total $73K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $73K1 slice

Broker market share

Schedule A broker compensation

Split broker
67%top
  • THE BALDWIN GROUP WEST LLC67%
  • THE BENEFIT COMPANY INC29%
  • WATCHTOWER TECHNOLOGIES INC4%
Total $13K3 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

SPOTTSWOOD COMPANIES, INC. 401(K) PLAN

401k

Assets$9.6M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPOTTSWOOD COMPANIES, INC. GROUP HEALTH PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$514K
Covered lives89
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SPOTTSWOOD COMPANIES, INC. GROUP ANCILLARY BENEFITS PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$73K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPOTTSWOOD COMPANIES, INC. 401(K) PLAN401k$9.6M972025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPOTTSWOOD COMPANIES, INC. GROUP HEALTH PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$514K892024
502SPOTTSWOOD COMPANIES, INC. GROUP ANCILLARY BENEFITS PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$73K1452025
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