Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$289K
- Life$104K
- Vision$68K
- Long-term disability$54K
- Other$47K
- Health$2K
- +1 more
Sponsor portfolio
HW MANAGEMENT INC.
EIN 80-0956936Latest filing 2025
Plans
2
Retirement
1
$56.1M assets
Welfare
1
$564K premiums
Participants
1,307
4000 MACARTHUR BLVD, SUITE 400 - NEWPORT BEACH, CA 92660202-452-0800
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $564K premiums / 633 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- UNITED CONCORDIA INSURANCE COMPANY51%
- LIFE INSURANCE COMPANY OF NORTH AMERICA36%
- VISION SERVICE PLAN12%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- KID INSURANCE BENEFITS INC0%
- C MARIE ADAMS VOLK0%
- NORMAC SOLUTIONS INC0%
- SUSAN GOLD STOKES0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HANLEY WOOD, DBA ZONDA 401(K) PLAN
401k
Assets$56.1M
Participants833
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HW MANAGEMENT WRAP BENEFIT PLAN
Mixed - UNITED CONCORDIA INSURANCE COMPANY
Premiums$564K
Covered lives633
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HANLEY WOOD, DBA ZONDA 401(K) PLAN | 401k | $56.1M | 833 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HW MANAGEMENT WRAP BENEFIT PLAN | Mixed | UNITED CONCORDIA INSURANCE COMPANY | $564K | 633 | 2025 |
Retirement plans
Welfare plans