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Sponsor portfolio

LIKEWIZE CORP.

EIN 33-0774267-insurance-Latest filing 2025
Plans
2
Retirement
1
$62.5M assets
Welfare
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
#001401k-$62.5M - 709 part#501Mixed-$328K - 542 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • AFLAC59%
  • HARTFORD LIFE AND ACCIDENT19%
  • UNITEDHEALTHCARE INSURANCE COMPANY15%
  • ZURICH AMERICAN INSURANCE COMPANY5%
  • ACE AMERICAN INSURANCE COMPANY2%
Total $328K5 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MARSH & MCLENNAN AGENCY LLC73%
  • ASSUREDPARTNERS27%
  • GCG FINANCIAL LLC0%
Total $16K3 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

LIKEWIZE CORP. 401(K) PLAN

401k

Assets$62.5M
Participants709
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIKEWIZE CORPORATION WELFARE BENEFIT PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$328K
Covered lives542
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIKEWIZE CORP. 401(K) PLAN401k$62.5M7092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIKEWIZE CORPORATION WELFARE BENEFIT PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$328K5422025
Retirement plans
Welfare plans
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