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Sponsor portfolioTH

MERRILL GARDENS, LLC

EIN 91-1738695-hospitality-Latest filing 2025
Plans
2
Retirement
1
$50.4M assets
Welfare
1
$1.1M premiums
Participants
5,921
1938 FAIRVIEW AVENUE EAST, SUITE 300 - SEATTLE, WA 98102206-676-5300merrillgardens.comLinkedIn1001-5000 employeeshospitality
Plans on this EIN
2 filings
#001401k-$50.4M - 3,223 part#502Mixed-$1.1M - 2,698 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 2,698 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SYMETRA LIFE INSURANCE COMPANY100%
Total $1.1M1 slice

Broker market share

Schedule A broker compensation

Split broker
62%top
  • GALLAGHER BENEFIT SERVICES, INC.62%
  • CONNEXION INSURANCE SOLUTIONS38%
Total $150K2 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

R.D. MERRILL COMPANIES 401(K) PLAN

401k

Assets$50.4M
Participants3,223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MERRILL GARDENS, LLC WELFARE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives2,698
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001R.D. MERRILL COMPANIES 401(K) PLAN401k$50.4M3,2232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MERRILL GARDENS, LLC WELFARE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.1M2,6982025
Retirement plans
Welfare plans
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