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Sponsor portfolio

DWELLWORKS LLC

EIN 20-8959589-real estate-Latest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$1.1M premiums
Participants
266
1317 EUCLID AVENUE, 2ND FLOOR - CLEVELAND, OH 44115216-682-4203dwellworks.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$11.5M - 167 part#501Fully Insured-$1.1M - 99 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 99 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$970K
  • Prescription drug$970K
  • Dental$140K
  • Vision$140K
  • Life$140K
  • Short-term disability$140K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • MEDICAL MUTUAL87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $62K1 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

DWELLWORKS, LLC 401(K) PLAN

401k

Assets$11.5M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DWELLWORKS LLC HEALTH AND WELFARE PLAN

Fully Insured - MEDICAL MUTUAL

Premiums$1.1M
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DWELLWORKS, LLC 401(K) PLAN401k$11.5M1672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DWELLWORKS LLC HEALTH AND WELFARE PLANFully InsuredMEDICAL MUTUAL$1.1M992025
Retirement plans
Welfare plans
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