Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$7.3M
- Life$7.2M
- Long-term disability$7.2M
- Health$3.4M
- Vision$849K
Sponsor portfolio
AMWINS GROUP, INC.
EIN 13-4009411Latest filing 2025
Plans
2
Retirement
1
$844.5M assets
Welfare
1
$11.6M premiums
Participants
14,535
4725 PIEDMONT ROW DRIVE, SUITE 600 - CHARLOTTE, NC 28210704-749-2700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $11.6M premiums / 6,996 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- HARTFORD LIFE AND ACCIDENT62%
- KAISER FOUNDATION HEALTH PLAN INC30%
- VISION SERVICE PLAN7%
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
89%top
- WILLIS TOWERS WATSON US LLC89%
- ROBERT M. BALL8%
- LIFETIME FINANCIAL GROWTH3%
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$11.6M
Covered lives6,996
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMWINS GROUP, INC. 401(K) PLAN | 401k | $844.5M | 7,522 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMWINS GROUP, INC. WELFARE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $11.6M | 6,996 | 2025 |
Retirement plans
Welfare plans