Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GROUP W INC.
EIN 20-0795636management consultingLatest filing 2025
Plans
3
Retirement
2
$103.9M assets
Welfare
1
$2.1M premiums
Participants
592
2650 PARK TOWER DR, SUITE 500 - VIENNA, VA 22180703-752-5844groupw.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $103.9M assets / 444 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 191 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$1.9M
- Other$297K
- Life$143K
- Short-term disability$143K
- Long-term disability$143K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA7%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GROUP W INC. 401(K) PLAN
401k
Assets$71.8M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GROUP W INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$32.2M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP W INC. WRAP BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.1M
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GROUP W INC. 401(K) PLAN | 401k | $71.8M | 210 | 2025 | |
| 002 | GROUP W INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $32.2M | 234 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP W INC. WRAP BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.1M | 191 | 2024 |
Retirement plans
Welfare plans