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Sponsor portfolio

SITEWORX

EIN 27-2850156-construction-Latest filing 2025
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$223K premiums
Participants
301
3800 TURTLECREEK RD - LEBANON, OH 45036513-229-0295siteworxohio.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$4.1M - 132 part#501Mixed-$223K - 169 lives

Benefits portfolio analytics

1 plan / $223K premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$223K
  • Vision$223K
  • Life$223K
  • Short-term disability$223K
  • Long-term disability$223K
  • Other$223K
Total $223K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $223K1 slice

Broker market share

Schedule A broker compensation

Split broker
72%top
  • HUB INTERNATIONAL MIDWEST LIMITED72%
  • WATCHTOWER BENEFITS, LLC28%
Total $44K2 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

SITEWORX 401(K) PLAN

401k

Assets$4.1M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SITEWORX EMPLOYEE BENEFIT PLAN

Mixed - GUARDIAN

Premiums$223K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SITEWORX 401(K) PLAN401k$4.1M1322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SITEWORX EMPLOYEE BENEFIT PLANMixedGUARDIAN$223K1692025
Retirement plans
Welfare plans
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