Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$180K
- Vision$180K
- Life$180K
- Short-term disability$180K
- Long-term disability$180K
- Other$180K
Sponsor portfolio
T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC.
EIN 23-2828922medical practiceLatest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$180K premiums
Participants
429
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $180K premiums / 217 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
75%top
- USI INSURANCE SERVICES LLC75%
- THE CASON GROUP INC25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. 401(K) PLAN
401k
Assets$4.5M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
T. W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC CAFETERIA PREMIUM CONVERSION PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$180K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. 401(K) PLAN | 401k | $4.5M | 300 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | T. W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC CAFETERIA PREMIUM CONVERSION PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $180K | 217 | 2025 |
Retirement plans
Welfare plans