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  2. SAGE HOSPITALITY RESOURCES, LLC
Sponsor portfolio

SAGE HOSPITALITY RESOURCES, LLC

EIN 84-1273343-hospitality-Latest filing 2025
Plans
2
Retirement
1
$81.3M assets
Welfare
1
$6.1M premiums
Participants
11,595
1809 BLAKE STREET, SUITE 200 - DENVER, CO 80202sagehospitalitygroup.comLinkedIn5001-10000 employeeshospitality
Plans on this EIN
2 filings
#001401k-$81.3M - 6,775 part#501Mixed-$6.1M - 4,645 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 4,645 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Short-term disability$2.5M
  • Life$2.5M
  • Long-term disability$2.5M
  • Other$2.5M
  • Vision$204K
Total $6.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • KAISER FOUNDATION HEALTH PLAN INC56%
  • SUN LIFE ASSURANCE COMPANY OF CANADA41%
  • VISION SERVICE PLAN3%
Total $6.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • HOLMES MURPHY & ASSOCIATES84%
  • AVANT SPECIALTY BENEFITS LLC15%
  • C2 CENTRIC LLC0%
Total $209K3 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

SAGE 401(K) RETIREMENT & SAVINGS PLAN

401k

Assets$81.3M
Participants6,775
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAGE HOSPITALITY RESOURCES, LLC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$6.1M
Covered lives4,645
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGE 401(K) RETIREMENT & SAVINGS PLAN401k$81.3M6,7752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAGE HOSPITALITY RESOURCES, LLC EMPLOYEE WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$6.1M4,6452025
Retirement plans
Welfare plans
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