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Sponsor portfolio

BANKWELL FINANCIAL GROUP, INC.

EIN 20-8251355-Latest filing 2025
Plans
2
Retirement
1
$14.3M assets
Welfare
1
$2.7M premiums
Participants
366
258 ELM STREET - NEW CANAAN, CT 06840203-972-3838
Plans on this EIN
2 filings
#001401k-$14.3M - 205 part#503Fully Insured-$2.7M - 262 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 262 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Other$148K
  • Dental$129K
  • Life$124K
  • Short-term disability$124K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $164K1 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

BANKWELL FINANCIAL GROUP, INC. AND ITS SUBSIDIARIES AND AFFILIATES 401(K) PLAN

401k

Assets$14.3M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BANKWELL FINANCIAL GROUP HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BANKWELL FINANCIAL GROUP, INC. AND ITS SUBSIDIARIES AND AFFILIATES 401(K) PLAN401k$14.3M2052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BANKWELL FINANCIAL GROUP HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.7M2622025
Retirement plans
Welfare plans
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