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Sponsor portfolio

PREMIER REAL ESTATE MANAGEMENT, LLC

EIN 39-1872177-real estate-Latest filing 2025
Plans
3
Retirement
1
$8.7M assets
Welfare
2
$2.2M premiums
Participants
854
3120 GATEWAY ROAD - BROOKFIELD, WI 53045262-790-4560LinkedIn11-50 employeesreal estate
Plans on this EIN
3 filings
#001401k-$8.7M - 451 part#504Fully Insured-$2.2M - 273 lives#503Fully Insured-$411 - 144 lives

Benefits portfolio analytics

2 plans / $2.2M premiums / 417 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Life$99K
  • Short-term disability$99K
  • Long-term disability$99K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • STANDARD INSURANCE COMPANY5%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • R & R INSURANCE SERVICES INC100%
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#001

PREMIER REAL ESTATE MANAGEMENT, LLC SALARY SAVINGS PLAN

401k

Assets$8.7M
Participants451
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

PREMIER REAL ESTATE MANAGEMENT LLC WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF WISCONSIN

Premiums$2.2M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PREMIER REAL ESTATE MANAGEMENT LLC HRA PLAN

Fully Insured - PREMIER REAL ESTATE MANAGEMENT

Premiums$411
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PREMIER REAL ESTATE MANAGEMENT, LLC SALARY SAVINGS PLAN401k$8.7M4512025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504PREMIER REAL ESTATE MANAGEMENT LLC WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF WISCONSIN$2.2M2732025
503PREMIER REAL ESTATE MANAGEMENT LLC HRA PLANFully InsuredPREMIER REAL ESTATE MANAGEMENT$4111442024
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