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Sponsor portfolio

W3, LLC

EIN 80-0206231-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$16.9M assets
Welfare
1
$4.4M premiums
Participants
1,478
925 N POINT PARKWAY SUITE 425 - ALPHARETTA, GA 30005678-636-4403w3plus.coLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$16.9M - 928 part#501Fully Insured-$4.4M - 550 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 550 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Dental$4.1M
  • Other$299K
  • Vision$232K
  • Life$232K
  • Short-term disability$232K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $4.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUB INTERNATIONAL MIDWEST LIMITED94%
  • GIS BENEFITS INC5%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS1%
  • BENETEK CORPORATION0%
Total $295K4 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

W3, LLC 401(K) PLAN

401k

Assets$16.9M
Participants928
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

W3, LLC WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.4M
Covered lives550
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001W3, LLC 401(K) PLAN401k$16.9M9282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501W3, LLC WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.4M5502025
Retirement plans
Welfare plans
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