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Sponsor portfolioTH

TROON GOLF

EIN 86-0832529-Latest filing 2025
Plans
2
Retirement
1
$333.7M assets
Welfare
1
$11.0M premiums
Participants
48,913
15044 NORTH SCOTTSDALE ROAD, SUITE 300 - SCOTTSDALE, AZ 85254480-477-0455
Plans on this EIN
2 filings
#001401k-$333.7M - 37,243 part#504Fully Insured-$11.0M - 11,290 lives

Benefits portfolio analytics

1 plan / $11.0M premiums / 11,290 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$4.8M
  • Other$4.4M
  • Health$4.1M
  • Life$2.7M
  • Short-term disability$2.7M
  • Long-term disability$2.7M
  • +2 more
Total $11.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
31%top
  • DELTA DENTAL OF CALIFORNIA31%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA25%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
  • UNIVERSITY HEALTH ALLIANCE8%
  • +3 more
Total $11.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • LOCKTON COMPANIES, LLC51%
  • CUSTOM BENEFIT PROGRAMS INC31%
  • AON CONSULTING INC13%
  • SARA PENNELLA4%
  • UNKNOWN1%
  • +3 more
Total $420K8 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

TROON GOLF, L.L.C. 401(K) PLAN

401k

Assets$333.7M
Participants37,243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

TROON GOLF FLEXIBLE BENEFIT PLAN

Fully Insured - DELTA DENTAL OF ARIZONA

Premiums$11.0M
Covered lives11,290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TROON GOLF, L.L.C. 401(K) PLAN401k$333.7M37,2432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504TROON GOLF FLEXIBLE BENEFIT PLANFully InsuredDELTA DENTAL OF ARIZONA$11.0M11,2902025
Retirement plans
Welfare plans
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