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Sponsor portfolio

MAXWELL FINANCIAL LABS, INC.

EIN 47-4655027-Latest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$584K premiums
Participants
277
2650 BELLEVIEW AVENUE - LITTLETON, CO 80123888-256-6067
Plans on this EIN
2 filings
#001401k-$6.8M - 173 part#501Fully Insured-$584K - 150 lives

Benefits portfolio analytics

1 plan / $584K premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$369K
  • Prescription drug$369K
  • Other$215K
  • Dental$212K
  • Vision$212K
  • Life$212K
  • +2 more
Total $584K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY63%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY36%
  • LIVE WELL SOLUTIONS, LLC1%
Total $584K3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • DIGITAL INSURANCE LLC77%
  • CENTRO BENEFITS RESEARCH LLC23%
Total $47K2 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

MAXWELL 401(K) PLAN

401k

Assets$6.8M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAXWELL FINANCIAL LABS BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$584K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAXWELL 401(K) PLAN401k$6.8M1732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAXWELL FINANCIAL LABS BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$584K1502025
Retirement plans
Welfare plans
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