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Sponsor portfolio

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL, LLC

EIN 26-2916887-Latest filing 2025
Plans
10
Retirement
1
$74.2M assets
Welfare
9
$812K premiums
Participants
587
1375 EAST 9TH STREET, SUITE 2400 - CLEVELAND, OH 44114216-820-4500
Plans on this EIN
10 filings
#001401k-$74.2M - 587 part#502Fully Insured-$411K - 417 lives#504Fully Insured-$167K - 511 lives#507Fully Insured-$107K - 495 lives#505Fully Insured-$65K - 116 lives#503Fully Insured-$63K - 772 lives#501Self Funded-0 lives#506Self Funded-0 lives#508Unknown-0 lives#509Self Funded-0 lives

Benefits portfolio analytics

9 plans / $812K premiums / 2,311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$411K
  • Life$232K
  • Other$232K
  • Long-term disability$107K
  • Vision$63K
Total $812K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY92%
  • EYEMED VISION CARE8%
Total $812K2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • CORPORATE PLANS, LLC82%
  • GCG FINANCIAL LLC18%
Total $81K2 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

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL 401(K) PLAN

401k

Assets$74.2M
Participants587
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC DENTAL PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$411K
Covered lives417
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC BASIC LIFE AD&D

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$167K
Covered lives511
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC LTD

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$107K
Covered lives495
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC VOL LIFE & AD&D

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$65K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC VISION PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$63K
Covered lives772
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL, LLC BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC STD

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC EAP

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC RX

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BELLWETHER ENTERPRISE REAL ESTATE CAPITAL 401(K) PLAN401k$74.2M5872024

Welfare plans9

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC DENTAL PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$411K4172025
504BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC BASIC LIFE AD&DFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$167K5112025
507BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC LTDFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$107K4952025
505BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC VOL LIFE & AD&DFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$65K1162025
503BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC VISION PLANFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$63K7722025
501BELLWETHER ENTERPRISE REAL ESTATE CAPITAL, LLC BENEFITS PLANSelf Funded-$002025
506BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC STDSelf Funded-$002025
508BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC EAPUnknown-$002025
509BELLWETHER ENTERPRISE REAL ESTATE CAPITAL LLC RXSelf Funded-$002025
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