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Sponsor portfolio

BARTELL HOTELS

EIN 95-6449464-hospitality-Latest filing 2025
Plans
2
Retirement
1
$13.5M assets
Welfare
1
$727K premiums
Participants
1,107
4875 NORTH HARBOR DRIVE - SAN DIEGO, CA 92106619-224-1556bartellhotels.comLinkedIn501-1000 employeeshospitality
Plans on this EIN
2 filings
#001401k-$13.5M - 685 part#503Fully Insured-$727K - 453 lives

Benefits portfolio analytics

1 plan / $727K premiums / 453 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$628K
  • Dental$628K
  • Prescription drug$628K
  • Life$81K
  • Other$81K
  • Vision$15K
  • +1 more
Total $727K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • SIMNSA79%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • UNITED HEALTHCARE INSURANCE COMPANY8%
  • EYEMED VISION CARE2%
Total $727K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $43K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BARTELL HOTELS 401(K) PLAN

401k

Assets$13.5M
Participants685
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BARTELL HOTELS HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - SIMNSA

Premiums$727K
Covered lives453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BARTELL HOTELS 401(K) PLAN401k$13.5M6852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BARTELL HOTELS HEALTH AND WELFARE BENEFIT PLANFully InsuredSIMNSA$727K4532025
Retirement plans
Welfare plans
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