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Sponsor portfolio

SHOREWEST REALTORS, INC.

EIN 39-0804706-real estate-Latest filing 2025
Plans
3
Retirement
1
$35.2M assets
Welfare
2
$1.7M premiums
Participants
390
17450 WEST NORTH AVENUE - BROOKFIELD, WI 53045262-289-6250northwoodsrealty.comLinkedIn11-50 employeesreal estate
Plans on this EIN
3 filings
#002401k-$35.2M - 270 part#501Fully Insured-$1.7M - 283 lives#504Fully Insured-$36K - 133 lives

Benefits portfolio analytics

2 plans / $1.7M premiums / 416 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Long-term disability$24K
  • Life$13K
  • Other$13K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITEDHEALTHCARE INSURANCE COMPANY99%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $58K1 slice

Plan deep-dives

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

SHOREWEST REALTORS, INC. 401(K) SAVINGS PLAN

401k

Assets$35.2M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHOREWEST REALTORS, INC. MEDICAL HEALTH INSURANCE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SHOREWEST REALTORS, INC. LIFE ACCIDENTAL DEATH & DISMEMBERMENT PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$36K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SHOREWEST REALTORS, INC. 401(K) SAVINGS PLAN401k$35.2M2702024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHOREWEST REALTORS, INC. MEDICAL HEALTH INSURANCE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M2832025
504SHOREWEST REALTORS, INC. LIFE ACCIDENTAL DEATH & DISMEMBERMENT PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$36K1332025
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