PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Likewize Corp.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Likewize Corp.

EIN 33-0774267-insurance-Latest filing 2025
Plans
2
Retirement
1
$62.5M assets
Health & Benefits
1
$328K premiums
Participants
1,017
1900 W KIRKWOOD BLVD, SUITE 1600C - SOUTHLAKE, TX 76092682-348-1933likewize.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
2 filings
#001401(k)-$62.5M - 709 part#501Mixed-$328K - 542 lives

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

Benefits portfolio analytics

1 plan / $328K premiums / 542 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$278K
  • Life$193K
  • Short-term disability$193K
  • Long-term disability$193K
  • Health$61K
  • Vision$50K
Total $328K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#001

LIKEWIZE CORP. 401(K) PLAN

401(k)

Assets$62.5M
Participants709
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LIKEWIZE CORPORATION WELFARE BENEFIT PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$328K
Covered lives542
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LIKEWIZE CORP. 401(K) PLAN401(k)$62.5M7092025
  • LIKEWIZE CORP. 401(K) PLAN$62.5M
    #001 · 401(k) · 2025709

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LIKEWIZE CORPORATION WELFARE BENEFIT PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$328K5422025
  • LIKEWIZE CORPORATION WELFARE BENEFIT PLAN$328K
    #501 · Mixed · CONTINENTAL AMERICAN INSURANCE COMPANY · 2025542
Retirement plans
Health & Benefits plans

On this page

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

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica