Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$928K
- Prescription drug$928K
- Dental$96K
- Life$54K
- Long-term disability$54K
- Other$54K
- +1 more
Sponsor portfolio
MARWOOD GROUP & CO, USA LLC
EIN 11-3570166financial servicesLatest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$1.1M premiums
Participants
445
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 215 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- EYEMED VISION CARE1%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Broker market share
Schedule A broker compensation
62%top
- MY BENEFIT ADVISOR LLC62%
- ASSUREDPARTNERS38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARWOOD GROUP & CO. USA LLC 401(K) PLAN
401k
Assets$16.2M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARWOOD GROUP & CO. USA LLC
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$1.1M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARWOOD GROUP & CO. USA LLC 401(K) PLAN | 401k | $16.2M | 270 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARWOOD GROUP & CO. USA LLC | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $1.1M | 215 | 2025 |
Retirement plans
Welfare plans