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Sponsor portfolio

COWI NORTH AMERICA, INC.

EIN 46-1081273-Latest filing 2025
Plans
2
Retirement
1
$36.8M assets
Welfare
1
$2.8M premiums
Participants
362
720 3RD AVENUE, #2101 - SEATTLE, WA 98104604-986-1222
Plans on this EIN
2 filings
#001401k-$36.8M - 211 part#501Fully Insured-$2.8M - 254 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$180K
  • Other$65K
  • Life$64K
  • Short-term disability$27K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • UNITEDHEALTHCARE INSURANCE COMPANY73%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • DELTA DENTAL OF CALIFORNIA7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • COMBINED INSURANCE COMPANY OF AMERICA2%
  • +2 more
Total $2.8M7 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • AON CONSULTING INC72%
  • CUSTOM BENEFIT PROGRAMS INC12%
  • SELERIX SYSTEMS INC9%
  • JOE FERNANDEZ6%
Total $22K4 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

COWI NORTH AMERICA 401(K) PLAN

401k

Assets$36.8M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COWI NORTH AMERICA, INC. BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COWI NORTH AMERICA 401(K) PLAN401k$36.8M2112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COWI NORTH AMERICA, INC. BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M2542025
Retirement plans
Welfare plans
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