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Sponsor portfolio

TEAMWORKS

EIN 81-2787532-Latest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$4.4M premiums
Participants
791
122 E PARRISH ST - DURHAM, NC 27701845-224-9692
Plans on this EIN
2 filings
#001401k-$15.8M - 412 part#501Fully Insured-$4.4M - 698 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 698 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.4M
  • Health$3.7M
  • Prescription drug$3.7M
  • Dental$637K
  • Vision$637K
  • Life$637K
  • +2 more
Total $4.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Total $4.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • JOHN MCDONNELL53%
  • MARSH & MCLENNAN AGENCY LLC25%
  • 0009K72618%
  • WATCHTOWER BENEFITS, LLC4%
Total $132K4 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

TEAMWORKS INNOVATIONS, INC. 401(K) PLAN

401k

Assets$15.8M
Participants412
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEAMWORKS EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$4.4M
Covered lives698
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TEAMWORKS INNOVATIONS, INC. 401(K) PLAN401k$15.8M4122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEAMWORKS EMPLOYEE HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$4.4M6982025
Retirement plans
Welfare plans
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