Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$50K
- Dental$50K
- Short-term disability$25K
- Life$25K
- Long-term disability$23K
- Other$9K
- +1 more
Sponsor portfolio
SHADY OAKS COUNTRY CLUB, INC.
EIN 75-1282255Arts, Entertainment, and RecreationLatest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$129K premiums
Participants
261
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $129K premiums / 125 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY57%
- UNITEDHEALTHCARE INSURANCE COMPANY39%
- FIDELITY SECURITY LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHADY OAKS COUNTRY CLUB, INC. 401(K) PLAN
401k
Assets$5.2M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHADY OAKS COUNTRY CLUB WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$129K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHADY OAKS COUNTRY CLUB, INC. 401(K) PLAN | 401k | $5.2M | 136 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHADY OAKS COUNTRY CLUB WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $129K | 125 | 2025 |
Retirement plans
Welfare plans