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Sponsor portfolio

DESIGNWORKS INVESTMENTS LLC

EIN 26-1927350-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$143K premiums
Participants
323
2934 SIDCO DRIVE, SUITE 140 - NASHVILLE, TN 37204615-630-7120LinkedIn11-50 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$3.9M - 218 part#501Mixed-$143K - 120 lives

Benefits portfolio analytics

1 plan / $143K premiums / 120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$89K
  • Short-term disability$89K
  • Long-term disability$89K
  • Other$89K
  • Dental$54K
  • Vision$54K
Total $143K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY62%
  • DELTA DENTAL OF CALIFORNIA38%
Total $143K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $19K1 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

DESIGNWORKS COLLECTIVE 401(K) PLAN)

401k

Assets$3.9M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DESIGNWORKS INVESTMENTS, LLC WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$143K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DESIGNWORKS COLLECTIVE 401(K) PLAN)401k$3.9M2182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DESIGNWORKS INVESTMENTS, LLC WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$143K1202025
Retirement plans
Welfare plans
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