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  2. AVERILL HOSPITALITY EMPLOYMENT SERVICES
Sponsor portfolio

AVERILL HOSPITALITY EMPLOYMENT SERVICES

EIN 84-4234509-Latest filing 2025
Plans
2
Retirement
1
$1.5M assets
Welfare
1
$158K premiums
Participants
589
1380 WISCONSIN AVENUE - WHITEFISH, MT 59937406-863-4002
Plans on this EIN
2 filings
#001401k-$1.5M - 394 part#501Mixed-$158K - 195 lives

Benefits portfolio analytics

1 plan / $158K premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$90K
  • Vision$67K
  • Life$67K
  • Short-term disability$67K
  • Other$67K
Total $158K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • DELTA DENTAL OF CALIFORNIA57%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY43%
Total $158K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LEAVITT GROUP100%
Total $21K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AVERILL HOSPITALITY LLC 401(K) PLAN

401k

Assets$1.5M
Participants394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVERILL HOSPITALITY EMPLOYMENT SERVICES LLC BENEFIT PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$158K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVERILL HOSPITALITY LLC 401(K) PLAN401k$1.5M3942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVERILL HOSPITALITY EMPLOYMENT SERVICES LLC BENEFIT PLANMixedDELTA DENTAL INSURANCE COMPANY$158K1952025
Retirement plans
Welfare plans
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