Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$238K
- Vision$238K
- Life$238K
- Short-term disability$238K
- Long-term disability$238K
- +1 more
Sponsor portfolio
RWA WEALTH PARTNERS, LLC
EIN 27-4946566financial servicesLatest filing 2025
Plans
2
Retirement
1
$52.4M assets
Welfare
1
$2.6M premiums
Participants
417
85 WELLS AVE STE 109 - NEWTON, MA 02459800-492-6868rwawealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 205 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
99%top
- DIGITAL INSURANCE LLC99%
- CENTRO BENEFITS RESEARCH LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RWA WEALTH PARTNERS, LLC 401(K) PLAN
401k
Assets$52.4M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RWA WEALTH PARTNERS, LLC HEALTH & WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.6M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RWA WEALTH PARTNERS, LLC 401(K) PLAN | 401k | $52.4M | 235 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RWA WEALTH PARTNERS, LLC HEALTH & WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.6M | 205 | 2025 |
Retirement plans
Welfare plans