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Sponsor portfolio

THE VINTAGE CLUB

EIN 95-3613694-retail-Latest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$679K premiums
Participants
591
75-001 VINTAGE DRIVE W - INDIAN WELLS, CA 92210760-340-0500LinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#001401k-$14.8M - 267 part#501Fully Insured-$679K - 398 lives

Benefits portfolio analytics

1 plan / $679K premiums / 398 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$588K
  • Dental$588K
  • Vision$588K
  • Life$91K
  • Long-term disability$91K
  • Other$91K
Total $679K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • AETNA LIFE INSURANCE COMPANY87%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
Total $679K2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • EDGEWOOD PARTNERS INSURANCE CENTER92%
  • PROFESSIONAL GROUP PLANS INC8%
Total $53K2 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

THE VINTAGE CLUB EMPLOYEE RETIREMENT PLAN

401k

Assets$14.8M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE VINTAGE CLUB EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$679K
Covered lives398
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE VINTAGE CLUB EMPLOYEE RETIREMENT PLAN401k$14.8M2672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE VINTAGE CLUB EMPLOYEE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$679K3982025
Retirement plans
Welfare plans
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