Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$157K
- Life$111K
- Dental$110K
- Vision$102K
- Long-term disability$102K
Sponsor portfolio
WORTHE REAL ESTATE GROUP, INC.
EIN 95-4521084real estateLatest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$165K premiums
Participants
234
100 WILSHIRE BOULEVARD, SUITE 2100 - SANTA MONICA, CA 90401310-393-9653worthe.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $165K premiums / 236 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- METROPOLITAN LIFE INSURANCE COMPANY62%
- SPRING HEALTH22%
- ANTHEM LIFE INSURANCE COMPANY5%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
- PRINCIPAL LIFE INSURANCE COMPANY5%
- +1 more
Broker market share
Schedule A broker compensation
78%top
- BOON CHAPMAN BENEFIT ADMINISTRATORS78%
- MJ INSURANCE14%
- GIS BENEFITS INC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE WORTHE REAL ESTATE GROUP, INC. 401(K) PLAN
401k
Assets$19.7M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WORTHE REAL ESTATE GROUP, INC. HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$165K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WORTHE REAL ESTATE GROUP, INC. 401(K) PLAN | 401k | $19.7M | 138 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WORTHE REAL ESTATE GROUP, INC. HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $165K | 236 | 2025 |
Retirement plans
Welfare plans