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Sponsor portfolio

CLIFFWATER LLC

EIN 20-1246914-financial services-Latest filing 2025
Plans
2
Retirement
1
$34.0M assets
Welfare
1
$3.3M premiums
Participants
440
4640 ADMIRALTY WAY, 11TH FLOOR - MARINA DEL REY, CA 90292310-448-5017cliffwater.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$34.0M - 219 part#501Fully Insured-$3.3M - 351 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 351 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Dental$329K
  • Vision$329K
  • Life$329K
  • Short-term disability$329K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CALIFORNIA PHYSICIANS SERVICE90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $3.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $194K1 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

CLIFFWATER LLC 401(K) PLAN

401k

Assets$34.0M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLIFFWATER LLC HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$3.3M
Covered lives351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLIFFWATER LLC 401(K) PLAN401k$34.0M2192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLIFFWATER LLC HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$3.3M3512025
Retirement plans
Welfare plans
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