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Sponsor portfolio

WILDHAWK INVESTMENTS LLC

EIN 47-4520635-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$1.0M premiums
Participants
534
915 EAST TYLER - WASHINGTON, IA 52353573-746-2048
Plans on this EIN
2 filings
#001401k-$1.7M - 352 part#501Mixed-$1.0M - 318 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 318 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$345K
  • Dental$317K
  • Vision$317K
  • Life$317K
  • Short-term disability$317K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • ASSUREDPARTNERS46%
  • GIS BENEFITS INC34%
  • WORKSITE INNOVATIONS INC20%
Total $80K3 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

BRAVA ROOF TILE 401(K) PROFIT SHARING PLAN

401k

Assets$1.7M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILDHAWK INVESTMENTS LLC EMPLOYEE BENEFITS PLAN

Mixed - WELLARMK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$1.0M
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRAVA ROOF TILE 401(K) PROFIT SHARING PLAN401k$1.7M3522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILDHAWK INVESTMENTS LLC EMPLOYEE BENEFITS PLANMixedWELLARMK BLUE CROSS AND BLUE SHIELD OF IOWA$1.0M3182025
Retirement plans
Welfare plans
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