PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WDI HOSPITALITY LLC
Sponsor portfolio

WDI HOSPITALITY LLC

EIN 65-1179298-Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$1.9M premiums
Participants
662
3001 CAMERON BOULEVARD - DURHAM, NC 27705919-490-0999
Plans on this EIN
2 filings
#001401k-$7.5M - 381 part#510Fully Insured-$1.9M - 281 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 281 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Vision$1.6M
  • Prescription drug$1.6M
  • Other$251K
  • Dental$199K
  • Life$199K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • AETNA LIFE INSURANCE COMPANY87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • HARTFORD LIFE AND ACCIDENT3%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • GALLAGHER BENEFIT SERVICES, INC.96%
  • MOSAIC GROUP SERVICES4%
Total $105K2 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

WDI HOSPITALITY, LLC 401(K) PLAN

401k

Assets$7.5M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WDI HOSPITALITY, LLC HEALTH & WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WDI HOSPITALITY, LLC 401(K) PLAN401k$7.5M3812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WDI HOSPITALITY, LLC HEALTH & WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.9M2812025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica