Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$1.4M
- Vision$1.4M
- Life$65K
- Short-term disability$65K
- Long-term disability$65K
- +1 more
Sponsor portfolio
CWI WORKS, INC.
EIN 52-6048236Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$6.6M assets
Welfare
1
$2.6M premiums
Participants
223
8403 COLESVILLE ROAD SUITE 200 - SILVER SPRING, MD 209106391301-578-8900
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 89 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- AETNA LIFE INSURANCE COMPANY96%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
41%top
- MARSH & MCLENNAN AGENCY LLC41%
- BOON CHAPMAN BENEFIT ADMINISTRATORS33%
- GIS BENEFITS INC27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CWI WORKS, INC. 401(K) PLAN
401k
Assets$6.6M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SENIOR SERVICE AMERICA, INC.
Fully Insured - AETNA LIFE INSURANCE CO
Premiums$2.6M
Covered lives89
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CWI WORKS, INC. 401(K) PLAN | 401k | $6.6M | 63 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SENIOR SERVICE AMERICA, INC. | Fully Insured | AETNA LIFE INSURANCE CO | $2.6M | 89 | 2024 |
Retirement plans
Welfare plans