Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$659K
- Vision$659K
- Prescription drug$659K
- Other$529K
- Life$400K
- Long-term disability$400K
- +1 more
Sponsor portfolio
CONNECTWISE, LLC
EIN 82-1582035computer softwareLatest filing 2025
Plans
2
Retirement
1
$123.0M assets
Welfare
1
$1.2M premiums
Participants
3,007
P.O. BOX 172100 - TAMPA, FL 33672813-463-4700connectwise.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 2,440 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- METROPOLITAN LIFE INSURANCE COMPANY53%
- SUN LIFE ASSURANCE COMPANY OF CANADA32%
- AETNA LIFE INSURANCE COMPANY10%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- M.E. WILSON COMPANY, LLC0%
- LOCKTON COMPANIES, LLC0%
- NFP INSURANCE SERVICES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONNECTWISE, LLC. 401(K) PLAN
401k
Assets$123.0M
Participants1,847
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONNECTWISE HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives2,440
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONNECTWISE, LLC. 401(K) PLAN | 401k | $123.0M | 1,847 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONNECTWISE HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.2M | 2,440 | 2025 |
Retirement plans
Welfare plans