Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$309K
- Vision$309K
- Life$309K
- Short-term disability$309K
- Long-term disability$309K
- Other$309K
Filings through .
Hoefer Welker, LLC
EIN 36-4095388architecture & planningLatest filing 2025
Plans
2
Retirement
1
$19.1M assets
Health & Benefits
1
$309K premiums
Participants
409
4622 PENNSYLVANIA AVENUE, SUITE 1400 - KANSAS CITY, MO 64112913-307-3700hoeferwelker.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $309K premiums / 184 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HOEFER WELKER, LLC 401(K) PLAN
401(k)
Assets$19.1M
Participants225
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HOEFER WELKER, LLC HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$309K
Covered lives184
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HOEFER WELKER, LLC 401(K) PLAN | 401(k) | $19.1M | 225 | 2025 |
- #001 · 401(k) · 2025225
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HOEFER WELKER, LLC HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $309K | 184 | 2025 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025184
Retirement plans
Health & Benefits plans