Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$349K
- Dental$48K
- Short-term disability$25K
- Other$19K
- Long-term disability$18K
- Life$12K
- +1 more
Sponsor portfolio
BW HEALTH GROUP, LLC
EIN 52-1059587Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$464K premiums
Participants
171
131 E BUTLER AVE., SUITE 200 - AMBLER, PA 19002410-490-1675
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $464K premiums / 95 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- HM LIFE INSURANCE COMPANY75%
- UNITED OF OMAHA LIFE INSURANCE COMPANY13%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
- SUPERIOR VISION PLAN OF TEXAS1%
- TRANSAMERICA LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
97%top
- HILB GROUP OF NEW ENGLAND97%
- JAMES T KINNEY2%
- ISI OF MARYLAND LLC1%
- FINANCIAL BALANCE GROUP LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BW HEALTH GROUP, LLC 401(K) INVESTMENT PLAN
401k
Assets$5.3M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BW HEALTH GROUP, LLC EMPLOYEE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$464K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BW HEALTH GROUP, LLC 401(K) INVESTMENT PLAN | 401k | $5.3M | 105 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BW HEALTH GROUP, LLC EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $464K | 95 | 2025 |
Retirement plans
Welfare plans