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Sponsor portfolio

SAGEWATER LLC

EIN 54-1498682-construction-Latest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$3.0M premiums
Participants
429
1319 POWHATAN ST - ALEXANDRIA, VA 223141342703-461-0345sagewater.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#002401k-$2.7M - 237 part#502Fully Insured-$3.0M - 206 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Dental$2.4M
  • Vision$2.4M
  • Short-term disability$51K
  • Long-term disability$26K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • KAISER FOUNDATION HEALTH PLAN INC17%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • COPPERDUNN LLC59%
  • KELLY & ASSOCIATES INSURANCE GROUP22%
  • PATRICK DUNN19%
Total $94K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SAGEWATER, LLC 401(K) PLAN

401k

Assets$2.7M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GROUP WELFARE BENEFITS PLAN

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES AND CAREFIRST BLUE CHOICE INC

Premiums$3.0M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SAGEWATER, LLC 401(K) PLAN401k$2.7M2372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GROUP WELFARE BENEFITS PLANFully InsuredGROUP HOSPITALIZATION MEDICAL SERVICES AND CAREFIRST BLUE CHOICE INC$3.0M2062025
Retirement plans
Welfare plans
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