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Sponsor portfolioTH

A.W. HOLDINGS, LLC

EIN 20-8906852-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
3
$35.7M assets
Welfare
1
$746K premiums
Participants
5,039
8515 BLUFFTON ROAD - FORT WAYNE, IN 46809260-744-6145
Plans on this EIN
4 filings
#004401k-$35.4M - 2,730 part#002ProfitSharing-$252K - 12 part#003403b-$57K - 22 part#501Mixed-$746K - 2,274 lives

Retirement portfolio analytics

3 plans aggregated / $35.7M assets / 2,764 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PROFIT SHARING PLAN (#004)99%
  • REHABILITATION CENTER MPPP (#002)1%
  • WAYNE REHABILITATION CENTER (#003)0%
Total $35.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • CHARLES SCHWAB & CO., INC.99%
  • (Not disclosed)1%
Total $35.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)2,730
  • WAYNE REHABILITATION CENTER (#003)22
  • REHABILITATION CENTER MPPP (#002)12
Total 2,764Click row to drill in

Benefits portfolio analytics

1 plan / $746K premiums / 2,274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$633K
  • Other$633K
  • Short-term disability$573K
  • Long-term disability$573K
  • Vision$113K
Total $746K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA77%
  • UNITED HEALTHCARE INSURANCE COMPANY15%
  • AMERICAN UNITED LIFE INSURANCE COMPANY8%
  • THE PAUL REVERE LIFE INSURANCE COMPANY0%
Total $746K4 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • MEGAN SILVERMAN51%
  • CONNER HEALTH AND BENEFITS INC.36%
  • DAVID J MCCLELLAN8%
  • JENNIFER MCCLELLAN5%
  • JAMES BARTLETT LLC0%
  • +1 more
Total $156K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

AWS 401(K) PROFIT SHARING PLAN

401k

Assets$35.4M
Participants2,730
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANTHONY WAYNE REHABILITATION CENTER MPPP

ProfitSharing

Assets$252K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

403(B) PLAN FOR THE EMPLOYEES OF ANTHONY WAYNE REHABILITATION CENTER

403b

Assets$57K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANTHONY WAYNE SERVICES GROUP MEDICAL SERVICES

Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$746K
Covered lives2,274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004AWS 401(K) PROFIT SHARING PLAN401k$35.4M2,7302024
002ANTHONY WAYNE REHABILITATION CENTER MPPPProfitSharing$252K122025
003403(B) PLAN FOR THE EMPLOYEES OF ANTHONY WAYNE REHABILITATION CENTER403b$57K222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANTHONY WAYNE SERVICES GROUP MEDICAL SERVICESMixedCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$746K2,2742024
Retirement plans
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