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Sponsor portfolio

LANDMARK WORLDWIDE

EIN 27-0033035-Latest filing 2025
Plans
3
Retirement
2
$50.0M assets
Welfare
1
$3.6M premiums
Participants
1,120
15 RAILROAD AVENUE, SUITE 1008 - DANVILLE, CA 94526415-616-2431LinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$31.5M - 462 part#003ESOP-$18.6M - 390 part#503Fully Insured-$3.6M - 148 lives

Retirement portfolio analytics

2 plans aggregated / $50.0M assets / 852 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • SHARING RETIREMENT PLAN (#001)63%
  • EMPLOYEE STOCK OWNERSHIP (#003)37%
Total $50.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)462
  • EMPLOYEE STOCK OWNERSHIP (#003)390
Total 852Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$3.4M
  • Prescription drug$3.4M
  • Other$184K
  • Life$170K
  • Short-term disability$170K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • HUB INTERNATIONAL MIDWEST LIMITED74%
  • REUBEN WARNER ASSOCIATES, INC.26%
  • BENEFIT EDUCATORS LLC1%
Total $307K3 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

LANDMARK WORLDWIDE ENTERPRISES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

401k

Assets$31.5M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LANDMARK WORLDWIDE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$18.6M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LANDMARK WORLDWIDE WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LANDMARK WORLDWIDE ENTERPRISES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN401k$31.5M4622024
003LANDMARK WORLDWIDE EMPLOYEE STOCK OWNERSHIP PLANESOP$18.6M3902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LANDMARK WORLDWIDE WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.6M1482025
Retirement plans
Welfare plans
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