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Sponsor portfolio

CLUBWORKS, LLC

EIN 87-3968048-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$12.4M assets
Welfare
1
$578K premiums
Participants
340
525 SOUTH FLAGLER DRIVE, SUITE 500 - WEST PALM BEACH, FL 33401202-400-1825clubworks.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$12.4M - 172 part#502Fully Insured-$578K - 175 lives

Benefits portfolio analytics

1 plan / $578K premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$356K
  • Prescription drug$356K
  • Life$126K
  • Short-term disability$126K
  • Long-term disability$126K
  • Other$126K
  • +2 more
Total $578K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY62%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY22%
  • PRINCIPAL LIFE INSURANCE COMPANY17%
Total $578K3 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • MARSH & MCLENNAN AGENCY LLC46%
  • MCGRIFF INSURANCE SERVICES INC36%
  • GIS BENEFITS INC12%
  • SPECTRUM BENEFITS LLC5%
  • ASSUREDPARTNERS1%
Total $119K5 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

CLUBWORKS, LLC 401(K) PLAN

401k

Assets$12.4M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CLUBWORKS LLC HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$578K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLUBWORKS, LLC 401(K) PLAN401k$12.4M1722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CLUBWORKS LLC HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$578K1752025
Retirement plans
Welfare plans
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