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Sponsor portfolioTH

COLONIAL COUNTRY CLUB

EIN 75-0201774-sports-Latest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$1.4M premiums
Participants
568
3735 COUNTRY CLUB CIRCLE - FORT WORTH, TX 76109817-927-4229LinkedIn51-200 employeessports
Plans on this EIN
2 filings
#003401k-$8.6M - 432 part#501Fully Insured-$1.4M - 176 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$193K
  • Vision$193K
  • Life$193K
  • Short-term disability$193K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • USI INSURANCE SERVICES LLC94%
  • ENROLLEASE3%
  • TAILORED WORKSITE SERVICES2%
  • DOMINIC RODRIGUEZ1%
Total $85K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COLONIAL COUNTRY CLUB 401(K) RETIREMENT PLAN

401k

Assets$8.6M
Participants432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLONIAL COUNTRY CLUB WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.4M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003COLONIAL COUNTRY CLUB 401(K) RETIREMENT PLAN401k$8.6M4322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLONIAL COUNTRY CLUB WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.4M1762025
Retirement plans
Welfare plans
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