Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$122K
- Vision$122K
- Long-term disability$43K
- Short-term disability$32K
- Life$26K
- Other$26K
Sponsor portfolio
CAULDWELL WINGATE COMPANY, LLC
EIN 13-4196323constructionLatest filing 2024
Plans
2
Retirement
1
$24.4M assets
Welfare
1
$223K premiums
Participants
250
380 LEXINGTON AVENUE - NEW YORK, NY 10168212-983-7150cauldwellwingate.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $223K premiums / 156 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- AETNA LIFE INSURANCE COMPANY55%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY45%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAULDWELL WINGATE COMPANY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$24.4M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAULDWELL WINGATE COMPANY, LLC HEALTH AND WELFARE PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$223K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAULDWELL WINGATE COMPANY, LLC 401(K) PROFIT SHARING PLAN | 401k | $24.4M | 161 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAULDWELL WINGATE COMPANY, LLC HEALTH AND WELFARE PLAN | Mixed | AETNA LIFE INSURANCE CO. | $223K | 156 | 2024 |
Retirement plans
Welfare plans