Form 5500 · Employee benefit plan · KANSAS CITY, MO
HOEFER WELKER, LLC
HOEFER WELKER, LLC of KANSAS CITY, MO files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is OVATION HEALTH & LIFE SERVICES INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4095388 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 164 | December | $30,282 |
Questions
Who is HOEFER WELKER, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, HOEFER WELKER, LLC's broker of record is OVATION HEALTH & LIFE SERVICES INC.
What insurance carrier does HOEFER WELKER, LLC use?
HOEFER WELKER, LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA.
When does HOEFER WELKER, LLC's group plan renew?
The most recent Schedule A policy period for HOEFER WELKER, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HOEFER WELKER, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.