PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HOUSEWORKS, LLC
Sponsor portfolio

HOUSEWORKS, LLC

EIN 04-3436170-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$4.9M premiums
Participants
12,270
500 UNICORN PARK DRIVE, 1ST FLOOR, SUITE 105 - WOBURN, MA 01801617-831-4636
Plans on this EIN
2 filings
#001401k-$7.2M - 11,951 part#501Fully Insured-$4.9M - 663 lives

Benefits portfolio analytics

1 plan / $4.9M premiums / 663 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.9M
  • Life$4.9M
  • Health$4.7M
  • Dental$4.6M
  • Vision$4.6M
  • Short-term disability$4.6M
  • +2 more
Total $4.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • NATIONWIDE LIFE INSURANCE COMPANY2%
  • UNITED STATES FIRE INSURANCE COMPANY0%
Total $4.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • LOCKTON COMPANIES, LLC78%
  • NEESENROLL11%
  • KRISTY COLGATE7%
  • NATIONAL ENROLLMENT PARTNERS LLC4%
Total $269K4 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

HOUSE WORKS LLC 401(K) PLAN

401k

Assets$7.2M
Participants11,951
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOUSEWORKS BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.9M
Covered lives663
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOUSE WORKS LLC 401(K) PLAN401k$7.2M11,9512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOUSEWORKS BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.9M6632025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica