Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.7M
- Dental$4.7M
- Life$211K
- Other$211K
- Short-term disability$166K
- Long-term disability$166K
- +1 more
Sponsor portfolio
GW&K INVESTMENT MANAGEMENT
EIN 80-0250512financial servicesLatest filing 2025
Plans
2
Retirement
1
$64.8M assets
Welfare
1
$5.0M premiums
Participants
403
222 BERKELEY STREET, 15TH FLOOR - BOSTON, MA 02116617-236-8900gwkinvest.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.0M premiums / 871 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
- EASTERN BENEFITS GROUP-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GW&K 401(K) SAVINGS PLAN
401k
Assets$64.8M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GW&K INVESTMENT MANAGEMENT WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$5.0M
Covered lives871
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GW&K 401(K) SAVINGS PLAN | 401k | $64.8M | 216 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GW&K INVESTMENT MANAGEMENT WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $5.0M | 871 | 2025 |
Retirement plans
Welfare plans