PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. CWGS GROUP, LLC
Sponsor portfolio

CWGS GROUP, LLC

EIN 46-3759013-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$341.7M assets
Welfare
1
$6.2M premiums
Participants
32,206
250 PARKWAY DR STE 270 - LINCOLNSHIRE, IL 60069312-560-4900
Plans on this EIN
2 filings
#001401k-$341.7M - 18,855 part#501Mixed-$6.2M - 12,650 lives

Benefits portfolio analytics

1 plan / $6.2M premiums / 12,650 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.1M
  • Other$3.1M
  • Short-term disability$2.5M
  • Long-term disability$2.5M
  • Vision$633K
Total $6.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA90%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $6.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MERCER HEALTH AND BENEFITS, LLC91%
  • MARSH & MCLENNAN AGENCY LLC9%
Total $342K2 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

FREEDOMREWARDS 401(K) PLAN

401k

Assets$341.7M
Participants18,855
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CWGS HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$6.2M
Covered lives12,650
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FREEDOMREWARDS 401(K) PLAN401k$341.7M18,8552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CWGS HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$6.2M12,6502024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica