Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$322K
- Vision$322K
- Life$289K
- Long-term disability$289K
- Other$289K
Sponsor portfolio
GWS TOOL HOLDINGS, LLC
EIN 47-1390886Latest filing 2025
Plans
2
Retirement
1
$22.2M assets
Welfare
1
$611K premiums
Participants
1,179
3434 VIA LIDO, SUITE 300 - NEWPORT BEACH, CA 92663877-497-8665
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $611K premiums / 539 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- UNITED HEALTHCARE INSURANCE COMPANY53%
- UNITED OF OMAHA LIFE INSURANCE COMPANY47%
Broker market share
Schedule A broker compensation
95%top
- BROWN & BROWN INSURANCE SERVICES95%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GWS HOLDINGS 401(K) PLAN
401k
Assets$22.2M
Participants640
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GWS TOOL HOLDINGS, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$611K
Covered lives539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GWS HOLDINGS 401(K) PLAN | 401k | $22.2M | 640 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GWS TOOL HOLDINGS, LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $611K | 539 | 2025 |
Retirement plans
Welfare plans