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Sponsor portfolio

BLUEHAWK, LLC

EIN 45-4133389-Latest filing 2025
Plans
3
Retirement
1
$14.9M assets
Welfare
2
$21K premiums
Participants
355
5540 CENTERVIEW DR., SUITE 204, PMB 29053 - RALEIGH, NC 27606919-459-1409
Plans on this EIN
3 filings
#001401k-$14.9M - 355 part#502Fully Insured-$21K - 155 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $21K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$21K
  • Short-term disability$21K
  • Other$21K
Total $21K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $21K1 slice

Broker market share

Schedule A broker compensation

Split broker
69%top
  • USI INSURANCE SERVICES LLC69%
  • CORPORATE SYNERGIES GROUP LLC31%
Total $2K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BLUEHAWK, LLC 401(K) PLAN

401k

Assets$14.9M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BLUEHAWK LLC GROUP WELFARE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$21K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BLUEHAWK LLC GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLUEHAWK, LLC 401(K) PLAN401k$14.9M3552024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BLUEHAWK LLC GROUP WELFARE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$21K1552025
501BLUEHAWK LLC GROUP HEALTH PLANSelf Funded-$002025
Retirement plans
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