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
Sponsor portfolio
HOEFER WELKER, LLC
EIN 36-4095388architecture & planningLatest filing 2025
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$309K premiums
Participants
396
4622 PENNSYLVANIA AVENUE, SUITE 1400 - KANSAS CITY, MO 64112913-307-3840hoeferwelker.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $309K premiums / 184 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
57%top
- OVATION HEALTH & LIFE SERVICES INC57%
- HUB INTERNATIONAL MIDWEST LIMITED43%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOEFER WELKER, LLC 401(K) PLAN
401k
Assets$16.7M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOEFER WELKER, LLC HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$309K
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOEFER WELKER, LLC 401(K) PLAN | 401k | $16.7M | 212 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans