Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$113K
- Vision$113K
- Life$113K
- Short-term disability$113K
- Other$113K
Sponsor portfolio
OZARK INTERESTS, INC.
EIN 76-0124572hospitalityLatest filing 2025
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$113K premiums
Participants
243
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $113K premiums / 158 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- RELIANCE BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OZARK INTERESTS INC. PROFIT SHARING PLAN
ProfitSharing
Assets$3.6M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OZARK INTERESTS, INC. HEALTH & WELFARE BENEFIT PLAN
Mixed - GUARDIAN
Premiums$113K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OZARK INTERESTS INC. PROFIT SHARING PLAN | ProfitSharing | $3.6M | 91 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OZARK INTERESTS, INC. HEALTH & WELFARE BENEFIT PLAN | Mixed | GUARDIAN | $113K | 158 | 2025 |
Retirement plans
Welfare plans