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Sponsor portfolio

HOTEL EQUITIES, LLC

EIN 73-1718961-hospitality-Latest filing 2025
Plans
2
Retirement
1
$28.1M assets
Welfare
1
$1.7M premiums
Participants
7,287
4800 NORTH POINT PKWY, SUITE 250 - ALPHARETTA, GA 30022678-578-4444hotelequities.comLinkedIn1001-5000 employeeshospitality
Plans on this EIN
2 filings
#001401k-$28.1M - 5,619 part#501Mixed-$1.7M - 1,639 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 1,639 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$857K
  • Life$817K
  • Dental$796K
  • Vision$796K
  • Short-term disability$721K
  • Long-term disability$721K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA54%
  • STARMOUNT LIFE INSURANCE COMPANY46%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $220K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOTEL EQUITIES GROUP, LLC 401(K) PLAN

401k

Assets$28.1M
Participants5,619
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOTEL EQUITIES, LLC EMPLOYEE BENEFITS PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives1,639
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOTEL EQUITIES GROUP, LLC 401(K) PLAN401k$28.1M5,6192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOTEL EQUITIES, LLC EMPLOYEE BENEFITS PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$1.7M1,6392025
Retirement plans
Welfare plans
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