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Sponsor portfolio

THE WIDEWATERS GROUP

EIN 16-1239842-commercial real estate-Latest filing 2025
Plans
2
Retirement
1
$42.8M assets
Welfare
1
$2.6M premiums
Participants
552
5845 WIDEWATERS PARKWAY, SUITE 100 - EAST SYRACUSE, NY 13057315-445-2424widewaters.comLinkedIn51-200 employeescommercial real estate
Plans on this EIN
2 filings
#001401k-$42.8M - 316 part#501Fully Insured-$2.6M - 236 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$280K
  • Vision$280K
  • Life$280K
  • Short-term disability$280K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • ACRISURE LLC77%
  • GCG FINANCIAL LLC24%
  • PLANSOURCE BENEFITS ADMINISTRATION-1%
Total $136K3 slices

Plan deep-dives

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

THE WIDEWATERS GROUP INC. RETIREMENT SAVINGS PLAN

401k

Assets$42.8M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WIDEWATERS GROUP BENEFIT BANK PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$2.6M
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WIDEWATERS GROUP INC. RETIREMENT SAVINGS PLAN401k$42.8M3162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WIDEWATERS GROUP BENEFIT BANK PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$2.6M2362025
Retirement plans
Welfare plans
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