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Sponsor portfolioWelfare / HealthEIN 03-0491112

SITEWORKS, LLC

PO BOX 7248 · CHARLOTTE, NC 28241
7045883055
Plans filed
3
Years active
2017–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$367K
No prior year
Persons covered
392
No prior year
Total participants
221
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$675K
SITEWORKS LLC GROUP HEALTH PLAN
Fully insured201 covered·1 carrier
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #503$367K
SITEWORKS, LLC WELFARE BENEFIT PLAN
Mixed392 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$6K
SITEWORKS LLC DENTAL AND LIFE INSURANCE PLAN
Fully insured225 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$197K17.4%
Short-term disability$197K17.4%
Long-term disability$197K17.4%
Other$197K17.4%
Dental$171K15.1%
Vision$171K15.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$197K53.5%11244
AETNA LIFE INSURANCE COMPANY
EIN 066033492
DV
$171K46.5%11392

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCATLANTA, GAAETNA LIFE INSURANCE COMPANY AND AFFILIATES, SUN LIFE ASSURANCE COMPANY OF CANADA$49K$0$49K93.9%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILSUN LIFE ASSURANCE COMPANY OF CANADA$0$3K$3K6.1%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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