Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$133K
- Other$132K
- Life$123K
- Short-term disability$123K
- Long-term disability$123K
- Vision$33K
Sponsor portfolio
MCWHINNEY REAL ESTATE SERVICES
EIN 84-1278230Latest filing 2025
Plans
2
Retirement
1
$18.4M assets
Welfare
1
$298K premiums
Participants
376
2725 ROCKY MOUNTAIN AVENUE,, SUITE 200 - LOVELAND, CO 80538970-962-9990
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $298K premiums / 269 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- DELTA DENTAL OF CALIFORNIA44%
- UNITED OF OMAHA LIFE INSURANCE COMPANY41%
- VISION SERVICE PLAN11%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
96%top
- SHIRAZI-MILLER BENEFITS LLC96%
- GCG FINANCIAL LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MCWHINNEY 401(K) PLAN
401k
Assets$18.4M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MCWHINNEY WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF COLORADO
Premiums$298K
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCWHINNEY 401(K) PLAN | 401k | $18.4M | 233 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MCWHINNEY WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF COLORADO | $298K | 269 | 2025 |
Retirement plans
Welfare plans