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Form 5500 · Employee benefit plan · CARY, NC

HOSPITALITY VENTURES LLC THE UMSTEAD HOTEL & SPA

HOSPITALITY VENTURES LLC THE UMSTEAD HOTEL & SPA's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is TREVOR BEAVER. Coverage is written through BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA and 1 other carrier. The plan's most recent policy period ended in January.

Benefits broker of record
Plan renews
January

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1103957 · plan 501 · as of Jul 2026

Participants
254
Carriers on file
2
Disclosed commissions
$80,203
Renewal month
January

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINADental, Vision339January$70,386
HARTFORD LIFE AND ACCIDENTLife, Disability319January$9,817

Questions

Who is HOSPITALITY VENTURES LLC THE UMSTEAD HOTEL & SPA's benefits broker?

Per its most recent Form 5500 Schedule A, HOSPITALITY VENTURES LLC THE UMSTEAD HOTEL & SPA's broker of record is TREVOR BEAVER.

What insurance carrier does HOSPITALITY VENTURES LLC THE UMSTEAD HOTEL & SPA use?

HOSPITALITY VENTURES LLC THE UMSTEAD HOTEL & SPA's benefit plan is written through BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA, among 2 disclosed carriers.

When does HOSPITALITY VENTURES LLC THE UMSTEAD HOTEL & SPA's group plan renew?

The most recent Schedule A policy period for HOSPITALITY VENTURES LLC THE UMSTEAD HOTEL & SPA ended in January. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HOSPITALITY VENTURES LLC THE UMSTEAD HOTEL & SPA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.