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Sponsor portfolio

WATERCREST GROUP, LLC

EIN 32-0464562-telecommunications-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$2.8M premiums
Participants
1,697
1515 INDIAN RIVER BLVD, STE A232 - VERO BEACH, FL 32960772-539-4554watercrestconstruction.caLinkedIn1-10 employeestelecommunications
Plans on this EIN
2 filings
#001401k-$2.4M - 472 part#501Fully Insured-$2.8M - 1,416 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 1,416 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$2.7M
  • Vision$2.7M
  • Other$130K
  • Life$88K
  • Short-term disability$88K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • HARTFORD LIFE AND ACCIDENT3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ACRISURE LLC76%
  • GROUP BENEFITS LTD24%
Total $54K2 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

WATERCREST GROUP, LLC RETIREMENT PLAN

401k

Assets$2.4M
Participants472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WATERCREST SENIOR LIVING GROUP WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$2.8M
Covered lives1,416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WATERCREST GROUP, LLC RETIREMENT PLAN401k$2.4M4722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WATERCREST SENIOR LIVING GROUP WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO.$2.8M1,4162025
Retirement plans
Welfare plans
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