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Sponsor portfolio

BWI NORTH AMERICA, INC.

EIN 27-0540888-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$126.2M assets
Welfare
1
$4.8M premiums
Participants
873
2582 EAST RIVER ROAD - DAYTON, OH 45439937-608-5804
Plans on this EIN
2 filings
#001401k-$126.2M - 571 part#501Fully Insured-$4.8M - 567 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 567 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Life$317K
  • Short-term disability$317K
  • Long-term disability$317K
  • Other$317K
  • Dental$241K
  • +1 more
Total $4.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • SUPERIOR DENTAL CARE5%
  • EYEMED VISION CARE1%
Total $4.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MARSH & MCLENNAN AGENCY LLC91%
  • WATCHTOWER BENEFITS, LLC9%
Total $52K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BWIGROUP 401(K) PLAN

401k

Assets$126.2M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BWI NORTH AMERICA, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE

Premiums$4.8M
Covered lives567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BWIGROUP 401(K) PLAN401k$126.2M5712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BWI NORTH AMERICA, INC. EMPLOYEE BENEFIT PLANFully InsuredUNITED HEALTHCARE$4.8M5672024
Retirement plans
Welfare plans
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