Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$419K
- Health$412K
- Dental$412K
- Vision$412K
- Prescription drug$412K
- Life$7K
- +1 more
Filings through .
Montectio Country Club, LLC
EIN 95-1020520Arts, Entertainment, and RecreationLatest filing 2025
Plans
3
Retirement
1
$1.6M assets
Health & Benefits
2
$419K premiums
Participants
113
920 SUMMIT ROAD - SANTA BARBARA, CA 93108805-969-3216
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $419K premiums / 164 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MONTECITO COUNTRY CLUB 401(K) PLAN
401(k)
Assets$1.6M
Participants113
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
MONTECITO COUNTRY CLUB, LLC UNITEDHEALTHCARE PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$412K
Covered lives51
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
MONTECITO COUNTRY CLUB, LLC LIFE & DISABILITY PLAN
Fully insured - NEW YORK LIFE INSURANCE COMPANY
Premiums$7K
Covered lives113
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MONTECITO COUNTRY CLUB 401(K) PLAN | 401(k) | $1.6M | 113 | 2025 |
- #001 · 401(k) · 2025113
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | MONTECITO COUNTRY CLUB, LLC UNITEDHEALTHCARE PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $412K | 51 | 2024 |
| #501 | MONTECITO COUNTRY CLUB, LLC LIFE & DISABILITY PLAN | Fully insured | NEW YORK LIFE INSURANCE COMPANY | $7K | 113 | 2024 |
- #502 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 202451
- #501 · Fully insured · NEW YORK LIFE INSURANCE COMPANY · 2024113
Retirement plans
Health & Benefits plans