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Form 5500 · Employee benefit plan · CHANDLER, AZ

SITEWORKS LLC

The filing calls this plan SITEWORKS LLC EMPLOYEE BENEFITS PLAN.

SITEWORKS LLC of CHANDLER, AZ is a 193-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is CREST INSURANCE GROUP, LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF ARIZONA and 2 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Policy year ends
Marchas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1603402 · plan 501 · plan year 2025, filed Jul 29, 2025

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How this plan is funded

Fully insured as reported

The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.

All participants at the start of the year
193
Active at start of year
117
Active at end of year
110
Disclosed commissions
$47,666
Typical renewal
April 1

Benefits declared on this filing

Healthinsured — BLUE CROSS BLUE SHIELD OF ARIZONA120 of 193 participants (62%)
Dentalinsured — BLUE CROSS BLUE SHIELD OF ARIZONA120 of 193 participants (62%)
Visioninsured — THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA58 of 193 participants (30%)
Lifeinsured — COLONIAL LIFE & ACCIDENT INSURANCE COMPANY196 of 193 participants
Disabilityinsured — THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA58 of 193 participants (30%)

Also declared: other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF ARIZONA, covers 120 people.

Reported premium across the insured contracts is $640,283, with $47,666 in disclosed broker commissions — about 7.4% of premium.

The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.

CREST INSURANCE GROUP, LLC is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.

3 carriers appear on the filing, including BLUE CROSS BLUE SHIELD OF ARIZONA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA. BLUE CROSS BLUE SHIELD OF ARIZONA writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUE CROSS BLUE SHIELD OF ARIZONAHealth, Dental120Apr 1, 2025$546,633$29,592
COLONIAL LIFE & ACCIDENT INSURANCE COMPANYLife196Apr 1, 2025$70,781$14,950
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAVision, Disability58Apr 1, 2025$22,869$3,124

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
SITEWORKS LLC
EIN 20-1603402

The plan administrator is from line 3a of the main form. We publish company names only.

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