Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAIN, WATTERS & ASSOCIATES, LLC
EIN 32-0216084financial servicesLatest filing 2024
Plans
6
Retirement
3
$53.0M assets
Welfare
3
$6.2M premiums
Participants
1,538
17 COWBOYS WAY, SUITE 300 - FRISCO, TX 75034972-233-3323cainwatters.comLinkedIn201-500 employeesfinancial services
Retirement portfolio analytics
3 plans aggregated / $53.0M assets / 744 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $6.2M premiums / 1,422 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.0M
- Dental$6.0M
- Vision$6.0M
- Prescription drug$6.0M
- Life$124K
- Short-term disability$124K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
98%top
- UNITEDHEALTHCARE INSURANCE COMPANY98%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST
401k
Assets$45.5M
Participants425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CWA CASH BALANCE PLAN & TRUST
CashBalance
Assets$7.4M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CWA PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$35K
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAIN WATTERS & ASSOCIATES MEDICAL AND DENTAL PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.0M
Covered lives552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CAIN WATTERS & ASSOCIATES VISION PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.0M
Covered lives552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CAIN WATTERS & ASSOCIATES LIFE AND DISABILITY PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$124K
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST | 401k | $45.5M | 425 | 2024 | |
| 003 | CWA CASH BALANCE PLAN & TRUST | CashBalance | $7.4M | 77 | 2024 | |
| 002 | CWA PROFIT SHARING PLAN & TRUST | ProfitSharing | $35K | 242 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAIN WATTERS & ASSOCIATES MEDICAL AND DENTAL PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.0M | 552 | 2024 | |
| 502 | CAIN WATTERS & ASSOCIATES VISION PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.0M | 552 | 2024 | |
| 503 | CAIN WATTERS & ASSOCIATES LIFE AND DISABILITY PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $124K | 318 | 2024 |
Retirement plans
Welfare plans