Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$566K
- Other$566K
- Short-term disability$537K
- Long-term disability$537K
- Vision$47K
Sponsor portfolioTH
BWI COMPANIES, INC
EIN 75-1789544wholesaleLatest filing 2025
Plans
2
Retirement
1
$67.4M assets
Welfare
1
$613K premiums
Participants
1,252
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $613K premiums / 609 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY88%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- DEARBORN LIFE INSURANCE COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
95%top
- DAINES INSURANCE & FIN SERVICES LLP95%
- NFP INSURANCE SERVICES INC5%
- DAINES INSURANCE & FINANCIAL SERVIC0%
- SHAREE HOOPER0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BWI COMPANIES, INC. 401(K) PLAN
401k
Assets$67.4M
Participants669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BWI COMPANIES, INC. EMPLOYEE HEALTH & WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$613K
Covered lives609
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BWI COMPANIES, INC. 401(K) PLAN | 401k | $67.4M | 669 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BWI COMPANIES, INC. EMPLOYEE HEALTH & WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $613K | 609 | 2025 |
Retirement plans
Welfare plans