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Sponsor portfolio

SP INVESTMENTS III, LLC

EIN 27-3854827-real estate-Latest filing 2025
Plans
2
Retirement
1
$15.2M assets
Welfare
1
$540K premiums
Participants
1,219
2315 4TH AVENUE, SUITE 400 - SEATTLE, WA 98121206-753-0970secpropres.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#002401k-$15.2M - 725 part#501Mixed-$540K - 652 lives

Benefits portfolio analytics

1 plan / $540K premiums / 652 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$339K
  • Life$152K
  • Short-term disability$152K
  • Other$152K
  • Vision$48K
Total $540K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • DELTA DENTAL OF CALIFORNIA63%
  • METROPOLITAN LIFE INSURANCE COMPANY28%
  • VISION SERVICE PLAN9%
Total $540K3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • USI INSURANCE SERVICES LLC77%
  • CONNEXION INSURANCE SOLUTIONS23%
Total $59K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN

401k

Assets$15.2M
Participants725
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SECURITY PROPERTIES HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF WASHINGTON

Premiums$540K
Covered lives652
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN401k$15.2M7252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SECURITY PROPERTIES HEALTH AND WELFARE PLANMixedDELTA DENTAL OF WASHINGTON$540K6522025
Retirement plans
Welfare plans
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