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Sponsor portfolio

CLEARWATER ANALYTICS

EIN 42-1658172-computer software-Latest filing 2025
Plans
2
Retirement
1
$114.8M assets
Welfare
1
$940K premiums
Participants
2,506
777 W MAIN ST, STE 900 - BOISE, ID 83702208-433-1200cwan.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$114.8M - 1,490 part#501Fully Insured-$940K - 950 lives

Benefits portfolio analytics

1 plan / $940K premiums / 950 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$510K
  • Life$480K
  • Short-term disability$480K
  • Long-term disability$480K
  • Health$227K
  • Vision$188K
  • +1 more
Total $940K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA51%
  • KAISER FOUNDATION HEALTH PLAN INC17%
  • VISION SERVICE PLAN13%
  • WILLAMETTE DENTAL INSURANCE, INC.9%
  • AETNA LIFE INSURANCE COMPANY9%
  • +1 more
Total $940K6 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • THE PARTNERS GROUP91%
  • LOCKTON COMPANIES, LLC9%
Total $98K2 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

CLEARWATER ANALYTICS 401K PLAN

401k

Assets$114.8M
Participants1,490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLEARWATER ANALYTICS GROUP BENEFITS PLAN

Fully Insured - PRUDENTIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$940K
Covered lives950
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLEARWATER ANALYTICS 401K PLAN401k$114.8M1,4902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLEARWATER ANALYTICS GROUP BENEFITS PLANFully InsuredPRUDENTIAL LIFE INSURANCE COMPANY OF AMERICA$940K9502025
Retirement plans
Welfare plans
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