Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERRALLES HOTEL INC. D/B/A PONCE HILTON & CASINO
EIN 66-0580823Latest filing 2025
Plans
3
Retirement
2
$8.1M assets
Welfare
1
$801K premiums
Participants
588
P.O. BOX 7419 - PONCE, PR 007327419787-259-7676
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 323 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $801K premiums / 265 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$772K
- Life$740K
- Health$733K
- Vision$733K
- Prescription drug$733K
- Long-term disability$19K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- MCS LIFE INSURANCE COMPANY92%
- DELTA DENTAL OF CALIFORNIA5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Broker market share
Schedule A broker compensation
70%top
- SHIELD INSURANCE SOLUTIONS70%
- CGF INSURANCE LLC19%
- AOR INSURANCE CORP.8%
- CENTRAL GROUP INSURANCE AGENCY3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SERRALLES HOTEL, INC RETIREMENT SAVINGS PLAN
ProfitSharing
Assets$6.4M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SERRALLES HOTEL, INC. PENSION PLAN
CashBalance
Assets$1.7M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PONCE HILTON & CASINO GROUP LIFE, AD&D, MEDICAL, AND DENTAL PLAN
Fully Insured - MCS LIFE INSURANCE COMPANY
Premiums$801K
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SERRALLES HOTEL, INC RETIREMENT SAVINGS PLAN | ProfitSharing | $6.4M | 209 | 2024 | |
| 002 | SERRALLES HOTEL, INC. PENSION PLAN | CashBalance | $1.7M | 114 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PONCE HILTON & CASINO GROUP LIFE, AD&D, MEDICAL, AND DENTAL PLAN | Fully Insured | MCS LIFE INSURANCE COMPANY | $801K | 265 | 2025 |
Retirement plans
Welfare plans