PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. HOEFER WELKER, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 36-4095388

HOEFER WELKER, LLC

4622 PENNSYLVANIA AVENUE · KANSAS CITY, MO 64112
9133073840
Plans filed
1
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$309K
No prior year
Persons covered
184
No prior year
Total participants
184
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$309K
HOEFER WELKER, LLC HEALTH AND WELFARE PLAN
Mixed184 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$309K16.7%
Vision$309K16.7%
Life$309K16.7%
Short-term disability$309K16.7%
Long-term disability$309K16.7%
Other$309K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDOth
$309K100.0%11184

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
OVATION HEALTH & LIFE SERVICES INCDALLAS, TXSUN LIFE ASSURANCE COMPANY OF CANADA$19K$0$19K56.5%1
HUB INTERNATIONAL MIDWEST LIMITEDBRIGHTON, MISUN LIFE ASSURANCE COMPANY OF CANADA$15K$0$15K43.5%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica