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Sponsor portfolio

ATWELL, LLC

EIN 27-1219822-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$110.0M assets
Welfare
1
$991K premiums
Participants
3,661
TWO TOWNE SQUARE, SUITE 700 - SOUTHFIELD, MI 48076248-447-2000atwell.comLinkedIn1001-5000 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$110.0M - 1,779 part#502Mixed-$991K - 1,447 lives

Benefits portfolio analytics

1 plan / $991K premiums / 1,447 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$762K
  • Life$513K
  • Long-term disability$513K
  • Vision$229K
Total $991K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY52%
  • VISION SERVICE PLAN23%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • MINES & ASSOCIATES2%
  • TOTAL HEALTH CARE USA, INC.1%
Total $991K5 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • IMA, INC.87%
  • WWW INSURANCE, LLC9%
  • WATCHTOWER BENEFITS, LLC4%
Total $107K3 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

ATWELL, LLC SAVINGS AND PROFIT SHARING PLAN

401k

Assets$110.0M
Participants1,779
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ATWELL, LLC HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$991K
Covered lives1,447
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATWELL, LLC SAVINGS AND PROFIT SHARING PLAN401k$110.0M1,7792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ATWELL, LLC HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$991K1,4472025
Retirement plans
Welfare plans
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