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Sponsor portfolio

SOVEREIGN PROPERTY MANAGEMENT, LLC

EIN 27-0427100-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$666K assets
Welfare
1
$287K premiums
Participants
127
102 LARCH CIR STE 301 - WILMINGTON, DE 19804302-388-9038
Plans on this EIN
2 filings
#001401k-$666K - 66 part#501Mixed-$287K - 103 lives

Benefits portfolio analytics

1 plan / $287K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$230K
  • Vision$34K
  • Life$34K
  • Short-term disability$34K
  • Long-term disability$34K
  • Other$34K
  • +1 more
Total $287K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • HM LIFE INSURANCE COMPANY80%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • BLUE CROSS OF CALIFORNIA8%
Total $287K3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • GEORGE J WEINER ASSOCIATES INC82%
  • WEINER BENEFITS GROUP LLC18%
Total $4K2 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

SOVEREIGN PROPERTY MANAGEMENT LLC 401K PSP

401k

Assets$666K
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOVEREIGN PROPERTY MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$287K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOVEREIGN PROPERTY MANAGEMENT LLC 401K PSP401k$666K662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOVEREIGN PROPERTY MANAGEMENT, LLC EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$287K1032025
Retirement plans
Welfare plans
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