Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.3M
- Other$2.0M
- Short-term disability$1.9M
- Long-term disability$1.9M
- Vision$225K
Sponsor portfolio
CARDWORKS, INC.
EIN 11-3604755financial servicesLatest filing 2024
Plans
2
Retirement
1
$123.7M assets
Welfare
1
$2.5M premiums
Participants
5,271
101 CROSSWAYS PARK DRIVE WEST - WOODBURY, NY 11797516-576-0404cardworks.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 2,756 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA90%
- EYEMED VISION CARE9%
- 1-800MD, LLC1%
Broker market share
Schedule A broker compensation
69%top
- ROBERT G. RELPH AGENCY, INC.69%
- MARSHALL & STERLING EMPLOYEE BENEFI31%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARDWORKS, INC. 401(K) RETIREMENT PLAN
401k
Assets$123.7M
Participants2,846
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CARDWORKS, INC. CAFETERIA PLAN
Mixed - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$2.5M
Covered lives2,756
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARDWORKS, INC. 401(K) RETIREMENT PLAN | 401k | $123.7M | 2,846 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CARDWORKS, INC. CAFETERIA PLAN | Mixed | FIRST UNUM LIFE INSURANCE COMPANY | $2.5M | 2,756 | 2024 |
Retirement plans
Welfare plans