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  2. AMWINS GROUP, INC.
Sponsor portfolio

AMWINS GROUP, INC.

EIN 13-4009411-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$844.5M assets
Welfare
1
$10.3M premiums
Participants
14,037
4725 PIEDMONT ROW DRIVE, SUITE 600 - CHARLOTTE, NC 28210704-749-2700
Plans on this EIN
2 filings
#001401k-$844.5M - 7,522 part#501Mixed-$10.3M - 6,454 lives

Benefits portfolio analytics

1 plan / $10.3M premiums / 6,454 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.3M
  • Life$6.3M
  • Long-term disability$6.3M
  • Health$3.2M
  • Vision$794K
Total $10.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • HARTFORD LIFE AND ACCIDENT61%
  • KAISER FOUNDATION HEALTH PLAN INC31%
  • VISION SERVICE PLAN8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $10.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $742K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AMWINS GROUP, INC. 401(K) PLAN

401k

Assets$844.5M
Participants7,522
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMWINS GROUP, INC. WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$10.3M
Covered lives6,454
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMWINS GROUP, INC. 401(K) PLAN401k$844.5M7,5222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMWINS GROUP, INC. WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$10.3M6,4542024
Retirement plans
Welfare plans
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