Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$791K
- Prescription drug$791K
- Other$128K
- Dental$123K
- Vision$123K
- Life$123K
- +1 more
Sponsor portfolioTH
SUNRISE RETIREMENT COMMUNITY
EIN 42-0805391Latest filing 2025
Plans
2
Retirement
1
$1.0M assets
Welfare
1
$919K premiums
Participants
483
5501 GORDON DRIVE - SIOUX CITY, IA 51106712-276-3821
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $919K premiums / 225 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- UNITED OF OMAHA LIFE INSURANCE COMPANY13%
- AETNA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF SUNRISE MANOR
403b
Assets$1.0M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUNRISE RETIREMENT COMMUNITY HEALTH AND WELFARE BENEFIT PLANS
Fully Insured - WELLMARK HEALTH PLAN OF IOWA
Premiums$919K
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF SUNRISE MANOR | 403b | $1.0M | 258 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUNRISE RETIREMENT COMMUNITY HEALTH AND WELFARE BENEFIT PLANS | Fully Insured | WELLMARK HEALTH PLAN OF IOWA | $919K | 225 | 2025 |
Retirement plans
Welfare plans