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  2. WILLIAM RAVEIS REAL ESTATE, INC.
Sponsor portfolio

WILLIAM RAVEIS REAL ESTATE, INC.

EIN 06-1160140-real estate-Latest filing 2025
Plans
2
Retirement
1
$34.8M assets
Welfare
1
$480K premiums
Participants
871
7 TRAP FALLS ROAD - SHELTON, CT 06484203-925-4589williamraveisrealestate.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$34.8M - 495 part#501Mixed-$480K - 465 lives

Benefits portfolio analytics

1 plan / $480K premiums / 465 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$247K
  • Life$200K
  • Short-term disability$200K
  • Long-term disability$200K
  • Other$200K
  • Vision$34K
Total $480K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY42%
  • EYEMED VISION CARE7%
Total $480K3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • DIGITAL INSURANCE LLC70%
  • CENTRO BENEFITS RESEARCH LLC17%
  • ENROLLEASE7%
  • PLANSOURCE BEN ADMINISTRATION INC5%
  • HILB GROUP OF NEW ENGLAND1%
Total $60K5 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

WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT

401k

Assets$34.8M
Participants495
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLIAM RAVEIS REAL ESTATE HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF CONNECTICUT, INC.

Premiums$480K
Covered lives465
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT401k$34.8M4952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLIAM RAVEIS REAL ESTATE HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF CONNECTICUT, INC.$480K4652025
Retirement plans
Welfare plans
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