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Sponsor portfolioTH

CLUB ASSIST US, LLC

EIN 98-0361710-Latest filing 2025
Plans
2
Retirement
1
$11.0M assets
Welfare
1
$2.0M premiums
Participants
413
155 TECHNOLOGY PARK - LAKE MARY, FL 32746407-619-6500
Plans on this EIN
2 filings
#001401k-$11.0M - 241 part#501Fully Insured-$2.0M - 230 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 230 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Prescription drug$1.8M
  • Other$140K
  • Life$119K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $82K1 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

CLUB ASSIST US LLC/JOINT VENTURES RETIREMENT PLAN

401k

Assets$11.0M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLUB ASSIST US HEALTH AND WELFARE PLANS

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLUB ASSIST US LLC/JOINT VENTURES RETIREMENT PLAN401k$11.0M2412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLUB ASSIST US HEALTH AND WELFARE PLANSFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.0M2302025
Retirement plans
Welfare plans
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