Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$625K
- Short-term disability$625K
- Long-term disability$625K
- Other$625K
- Dental$389K
- Vision$389K
- +2 more
Sponsor portfolio
MAXWELL GROUP, INC.
EIN 56-1660190management consultingLatest filing 2025
Plans
2
Retirement
1
$31.3M assets
Welfare
1
$1.2M premiums
Participants
3,111
3530 TORINGDON WAY, SUITE 204 - CHARLOTTE, NC 28277704-815-7332maxwell-group.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 711 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- HARTFORD LIFE AND ACCIDENT53%
- SUN LIFE ASSURANCE COMPANY OF CANADA33%
- SYMETRA LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
86%top
- USI INSURANCE SERVICES LLC86%
- THE ORIENTATION COMPANY, INC.10%
- MOSAIC GROUP SERVICES4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SENIOR LIVING COMMUNITIES 401K PLAN
401k
Assets$31.3M
Participants2,876
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SENIOR LIVING COMMUNITIES, LLC EMPLOYEE BENEFIT PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$1.2M
Covered lives711
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SENIOR LIVING COMMUNITIES 401K PLAN | 401k | $31.3M | 2,876 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SENIOR LIVING COMMUNITIES, LLC EMPLOYEE BENEFIT PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $1.2M | 711 | 2025 |
Retirement plans
Welfare plans