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  2. Cain, Watters & Associates, LLC
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Cain, Watters & Associates, LLC

EIN 32-0216084-financial services-Latest filing 2025
Plans
6
Retirement
3
$64.8M assets
Health & Benefits
3
$4.1M premiums
Participants
1,640
17 COWBOYS WAY, SUITE 300 - FRISCO, TX 75034972-233-3323cainwatters.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
6 filings
#001401(k)-$54.3M - 449 part#003Cash balance-$10.4M - 75 part#002Profit-sharing-$39K - 236 part#501Fully insured-$4.0M - 469 lives#503Fully insured-$132K - 354 lives#502Fully insured-$24K - 210 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Retirement portfolio analytics

3 plans aggregated / $64.8M assets / 760 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN & TRUST (#001)$54.3M
  • PLAN & TRUST (#003)$10.4M
  • PLAN & TRUST (#002)$39K
Total $64.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)449
  • PLAN & TRUST (#002)236
  • PLAN & TRUST (#003)75
Total 760Select a row to open it

Benefits portfolio analytics

3 plans / $4.1M premiums / 1,033 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Dental$4.0M
  • Short-term disability$60K
  • Life$35K
  • Long-term disability$29K
  • Vision$24K
  • +1 more
Total $4.1M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST

401(k)

Assets$54.3M
Participants449
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

CWA CASH BALANCE PLAN & TRUST

Cash balance

Assets$10.4M
Participants75
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CWA PROFIT SHARING PLAN & TRUST

Profit-sharing

Assets$39K
Participants236
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CAIN WATTERS & ASSOCIATES MEDICAL AND DENTAL PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$4.0M
Covered lives469
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

CAIN WATTERS & ASSOCIATES LIFE AND DISABILITY PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$132K
Covered lives354
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

CAIN WATTERS & ASSOCIATES VISION PLAN

Fully insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$24K
Covered lives210
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST401(k)$54.3M4492025
#003CWA CASH BALANCE PLAN & TRUSTCash balance$10.4M752025
#002CWA PROFIT SHARING PLAN & TRUSTProfit-sharing$39K2362025
  • CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST$54.3M
    #001 · 401(k) · 2025449
  • CWA CASH BALANCE PLAN & TRUST$10.4M
    #003 · Cash balance · 202575
  • CWA PROFIT SHARING PLAN & TRUST$39K
    #002 · Profit-sharing · 2025236

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CAIN WATTERS & ASSOCIATES MEDICAL AND DENTAL PLANFully insuredBLUE CROSS BLUE SHIELD OF TEXAS$4.0M4692025
#503CAIN WATTERS & ASSOCIATES LIFE AND DISABILITY PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$132K3542025
#502CAIN WATTERS & ASSOCIATES VISION PLANFully insuredDEARBORN LIFE INSURANCE COMPANY$24K2102025
  • CAIN WATTERS & ASSOCIATES MEDICAL AND DENTAL PLAN$4.0M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF TEXAS · 2025469
  • CAIN WATTERS & ASSOCIATES LIFE AND DISABILITY PLAN$132K
    #503 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025354
  • CAIN WATTERS & ASSOCIATES VISION PLAN$24K
    #502 · Fully insured · DEARBORN LIFE INSURANCE COMPANY · 2025210
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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