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Sponsor portfolio

MAX HOSPITALITY, LLC

EIN 87-3600947-restaurants-Latest filing 2025
Plans
3
Retirement
1
$4.7M assets
Welfare
2
$936K premiums
Participants
574
249 PEARL STREET, 2ND FLOOR - HARTFORD, CT 06103860-566-8356maxhospitality.comLinkedIn501-1000 employeesrestaurants
Plans on this EIN
3 filings
#001401k-$4.7M - 382 part#501Fully Insured-$787K - 116 lives#502Fully Insured-$149K - 158 lives

Benefits portfolio analytics

2 plans / $936K premiums / 274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$936K
  • Health$787K
  • Prescription drug$787K
  • Dental$149K
  • Life$149K
  • Short-term disability$149K
  • +2 more
Total $936K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • PRINCIPAL LIFE INSURANCE COMPANY16%
Total $936K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • ACRISURE LLC71%
  • ROGERS BENEFIT GROUP INC20%
  • ASSUREDPARTNERS9%
Total $94K3 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

MAX HOSPITALITY 401(K) PROFIT SHARING PLAN

401k

Assets$4.7M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAX HOSPITALITY, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$787K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MAX HOSPITALITY, LLC ANCILLARY BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$149K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAX HOSPITALITY 401(K) PROFIT SHARING PLAN401k$4.7M3822024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAX HOSPITALITY, LLC EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$787K1162025
502MAX HOSPITALITY, LLC ANCILLARY BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$149K1582025
Retirement plans
Welfare plans
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