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Sponsor portfolio

NORTHWOOD CLUB

EIN 75-0723170-hospitality-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$1.3M premiums
Participants
269
6524 ALPHA ROAD - DALLAS, TX 75240972-239-1366northwoodclub.orgLinkedIn51-200 employeeshospitality
Plans on this EIN
2 filings
#001401k-$6.4M - 169 part#501Mixed-$1.3M - 134 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$67K
  • Other$59K
  • Life$42K
  • Long-term disability$17K
  • Short-term disability$3K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • FAIRWAY PARTNERS LLC85%
  • GIS BENEFITS INC10%
  • CARTER, EDGAR, L5%
Total $83K3 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

NORTHWOOD CLUB 401(K) PLAN

401k

Assets$6.4M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTHWOOD CLUB EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.3M
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTHWOOD CLUB 401(K) PLAN401k$6.4M1692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTHWOOD CLUB EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF TEXAS$1.3M1342025
Retirement plans
Welfare plans
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