Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Dental$2.5M
- Vision$2.5M
- Life$102K
- Long-term disability$102K
- Other$102K
Sponsor portfolio
CW FINANCIAL SERVICES LLC
EIN 03-0433413Latest filing 2025
Plans
2
Retirement
1
$34.5M assets
Welfare
1
$2.6M premiums
Participants
356
900 19TH STREET NW, 8TH FLOOR - WASHINGTON, DC 20006202-715-9500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 401 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CW FINANCIAL SERVICES LLC INVESTMENT PLAN
401k
Assets$34.5M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CW FINANCIAL SERVICES WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.6M
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CW FINANCIAL SERVICES LLC INVESTMENT PLAN | 401k | $34.5M | 244 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CW FINANCIAL SERVICES WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.6M | 401 | 2025 |
Retirement plans
Welfare plans