PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ITHAKA HOSPITALITY PARTNERS
Sponsor portfolio

ITHAKA HOSPITALITY PARTNERS

EIN 82-3771874-hospitality-Latest filing 2025
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$1.2M premiums
Participants
385
241 SOUTH COLLEGE STREET - AUBURN, AL 36830334-321-3120ithakahp.comLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filings
#001401k-$3.6M - 174 part#501Fully Insured-$1.2M - 211 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$858K
  • Other$173K
  • Dental$60K
  • Life$36K
  • Short-term disability$25K
  • Long-term disability$22K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • STANDARD INSURANCE COMPANY12%
  • PROSPERITY LIFE GROUP9%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +1 more
Total $1.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • CUNDY, INC.91%
  • ACIOTE ENTERPRISES6%
  • ACHIOTE ENTERPRISES INC1%
  • ROSS CALVERT1%
  • GUSTAVO LIMA FELIPE0%
  • +3 more
Total $35K8 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

ITHAKA HOSPITALITY PARTNERS 401(K) PLAN

401k

Assets$3.6M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ITHAKA HOSPITALITY PARTNERS LLC ITHAKA HOSPITALITY PARTNERS LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$1.2M
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ITHAKA HOSPITALITY PARTNERS 401(K) PLAN401k$3.6M1742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ITHAKA HOSPITALITY PARTNERS LLC ITHAKA HOSPITALITY PARTNERS LLC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$1.2M2112025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica