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Sponsor portfolio

HOSPITALITY ASSOCIATES, INC.

EIN 91-1032434-hospitality-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$471K premiums
Participants
542
16114 E. INDIANA AVE., SUITE 200 - SPOKANE VALLEY, WA 99216509-928-3736LinkedIn51-200 employeeshospitality
Plans on this EIN
2 filings
#001401k-$5.5M - 292 part#520Mixed-$471K - 585 lives

Benefits portfolio analytics

1 plan / $471K premiums / 585 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$195K
  • Dental$124K
  • Life$97K
  • Other$37K
  • Vision$19K
Total $471K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • STANDARD INSURANCE COMPANY62%
  • DELTA DENTAL OF CALIFORNIA26%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • VISION SERVICE PLAN4%
Total $471K4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • METCALF FINANCIAL SERVICES INC84%
  • MICHAEL N. METCALF16%
Total $12K2 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

HOSPITALITY ASSOCIATES, INC.401(K) PROFIT SHARING PLAN

401k

Assets$5.5M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

HOSPITALITY ASSOCIATES, INC. GROUP BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$471K
Covered lives585
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOSPITALITY ASSOCIATES, INC.401(K) PROFIT SHARING PLAN401k$5.5M2922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520HOSPITALITY ASSOCIATES, INC. GROUP BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$471K5852025
Retirement plans
Welfare plans
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