PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Daiwa Corporate Advisory LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Daiwa Corporate Advisory LLC

EIN 20-0214594-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
1
$36.9M assets
Health & Benefits
2
$2.1M premiums
Participants
486
1425 K STREET, SUITE 900 - WASHINGTON, DC 20005212-904-9495
Plans on this EIN
3 filings
#001401(k)-$36.9M - 240 part#506Mixed-$2.1M - 125 lives#505Mixed-$70K - 124 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $2.1M premiums / 249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Life$79K
  • Long-term disability$79K
  • Other$79K
  • Vision$21K
Total $2.1M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

DAIWA CORPORATE ADVISORY 401(K) LLC PLAN

401(k)

Assets$36.9M
Participants240
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

DAIWA CORPORATE ADVISORY LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives125
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

DAIWA CORPORATE ADVISORY LLC LIFE & DISABILITY PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$70K
Covered lives124
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DAIWA CORPORATE ADVISORY 401(K) LLC PLAN401(k)$36.9M2402025
  • DAIWA CORPORATE ADVISORY 401(K) LLC PLAN$36.9M
    #001 · 401(k) · 2025240

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#506DAIWA CORPORATE ADVISORY LLC HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.1M1252025
#505DAIWA CORPORATE ADVISORY LLC LIFE & DISABILITY PLANMixedGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$70K1242024
  • DAIWA CORPORATE ADVISORY LLC HEALTH AND WELFARE BENEFIT PLAN$2.1M
    #506 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025125
  • DAIWA CORPORATE ADVISORY LLC LIFE & DISABILITY PLAN$70K
    #505 · Mixed · GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2024124
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica