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Sponsor portfolio

DAIWA CORPORATE ADVISORY LLC

EIN 20-0214594-Latest filing 2025
Plans
3
Retirement
1
$30.6M assets
Welfare
2
$2.1M premiums
Participants
478
225 W. WACKER DRIVE, 17TH FLOOR - CHICAGO, IL 60606312-948-5300
Plans on this EIN
3 filings
#001401k-$30.6M - 232 part#506Mixed-$2.1M - 125 lives#505Mixed-$70K - 124 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $108K1 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

DAIWA CORPORATE ADVISORY 401(K) LLC PLAN

401k

Assets$30.6M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

DAIWA CORPORATE ADVISORY LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

DAIWA CORPORATE ADVISORY LLC LIFE & DISABILITY PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$70K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAIWA CORPORATE ADVISORY 401(K) LLC PLAN401k$30.6M2322024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest 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
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