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Sponsor portfolio

THE WATERS SENIOR LIVING MANAGEMENT, LLC

EIN 47-2261071-medical practice-Latest filing 2025
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$411K premiums
Participants
2,562
10900 WAYZATA BOULEVARD, SUITE 740 - MINNETONKA, MN 55305952-358-5100LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$10.4M - 2,062 part#510Mixed-$411K - 499 lives

Benefits portfolio analytics

1 plan / $411K premiums / 499 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$398K
  • Short-term disability$398K
  • Long-term disability$398K
  • Other$398K
  • Vision$12K
Total $411K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • STANDARD INSURANCE COMPANY97%
  • EYEMED VISION CARE3%
Total $411K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • HAYS COMPANIES, INC.90%
  • BROWN & BROWN INSURANCE SERVICES10%
Total $67K2 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

THE WATERS 401(K) RETIREMENT PLAN

401k

Assets$10.4M
Participants2,062
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

THE WATERS SENIOR LIVING MANAGEMENT, LLC WELFARE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$411K
Covered lives499
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WATERS 401(K) RETIREMENT PLAN401k$10.4M2,0622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510THE WATERS SENIOR LIVING MANAGEMENT, LLC WELFARE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$411K4992025
Retirement plans
Welfare plans
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