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Sponsor portfolio

KW PROPERTY MANAGEMENT LLC

EIN 77-0632154-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
1
$25.3M assets
Welfare
1
$707K premiums
Participants
2,824
8200 NW 33RD STREET, SUITE 300 - MIAMI, FL 33122305-790-3873
Plans on this EIN
2 filings
#001401k-$25.3M - 2,048 part#510Mixed-$707K - 1,213 lives

Benefits portfolio analytics

1 plan / $707K premiums / 1,213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$707K
  • Dental$518K
  • Vision$518K
  • Life$518K
  • Short-term disability$518K
Total $707K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY73%
  • AFLAC25%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $707K3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • DIGITAL INSURANCE LLC67%
  • CENTRO BENEFITS RESEARCH LLC15%
  • AIMEE CECILIA CABRERA4%
  • VELOCITY BENEFITS3%
  • EILEEN SANCHEZ MEDINA3%
  • +3 more
Total $173K8 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

KW PROPERTY MANAGEM LLC 401(K) PROFIT SHARING PLAN & TRU

401k

Assets$25.3M
Participants2,048
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

KW PROPERTY MANAGEMENT, LLC EMPLOYEE WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$707K
Covered lives1,213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KW PROPERTY MANAGEM LLC 401(K) PROFIT SHARING PLAN & TRU401k$25.3M2,0482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510KW PROPERTY MANAGEMENT, LLC EMPLOYEE WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$707K1,2132024
Retirement plans
Welfare plans
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