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Sponsor portfolio

CWS CAPITAL PARTNERS LLC

EIN 33-0787121-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$58.5M assets
Welfare
1
$1.9M premiums
Participants
2,397
9606 N. MOPAC EXPRESSWAY, SUITE 500 - AUSTIN, TX 78759512-837-3028
Plans on this EIN
2 filings
#003401k-$58.5M - 1,592 part#501Mixed-$1.9M - 1,001 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,001 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.5M
  • Stop-loss$1.5M
  • Other$198K
  • Short-term disability$106K
  • Long-term disability$83K
  • Life$76K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY80%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA14%
  • RELIASTAR LIFE INSURANCE COMPANY6%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $121K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CWS SAVINGS PLAN (401(K))

401k

Assets$58.5M
Participants1,592
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CWS CAPITAL PARTNERS LLC EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.9M
Covered lives1,001
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CWS SAVINGS PLAN (401(K))401k$58.5M1,5922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CWS CAPITAL PARTNERS LLC EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.9M1,0012025
Retirement plans
Welfare plans
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