Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$113K
- Dental$19K
- Short-term disability$3K
Sponsor portfolio
PWI, INC.
EIN 23-2068215constructionLatest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
$135K premiums
Participants
67
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $135K premiums / 25 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- HM LIFE INSURANCE COMPANY83%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
- MADISON NATIONAL LIFE INSURANCE COMPANY2%
- SUN LIFE ASSURANCE COMPANY OF CANADA0%
Broker market share
Schedule A broker compensation
62%top
- BROWN & BROWN INSURANCE SERVICES62%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC22%
- ALPHA BENEFITS GROUP INC9%
- NORTH AMERICAN BENEFITS COMPANY6%
- MAZZMAR LLC0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PWI, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.9M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
P.W.I., INC. EMPLOYEE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$135K
Covered lives25
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PWI, INC. PROFIT SHARING PLAN | ProfitSharing | $1.9M | 36 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | P.W.I., INC. EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $135K | 25 | 2025 |
Retirement plans
Welfare plans