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Sponsor portfolio

COAKLEY & WILLIAMS CONSTRUCTION, LLC

EIN 83-3317753-construction-Latest filing 2025
Plans
2
Retirement
1
$25.8M assets
Welfare
1
$237K premiums
Participants
358
4500 EAST WEST HIGHWAY, SUITE 500 - BETHESDA, MD 20814301-963-5000coakleywilliams.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$25.8M - 214 part#502Mixed-$237K - 150 lives

Benefits portfolio analytics

1 plan / $237K premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$128K
  • Short-term disability$128K
  • Long-term disability$128K
  • Other$128K
  • Dental$98K
  • Vision$11K
Total $237K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA54%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY41%
  • VISION SERVICE PLAN5%
Total $237K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • WATCHTOWER BENEFITS, LLC5%
Total $26K2 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

COAKLEY & WILLIAMS CONSTRUCTION LLC

401k

Assets$25.8M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COAKLEY & WILLIAMS CONSTRUCTION, LLC HEALTH & WELFARE PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY

Premiums$237K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COAKLEY & WILLIAMS CONSTRUCTION LLC401k$25.8M2142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COAKLEY & WILLIAMS CONSTRUCTION, LLC HEALTH & WELFARE PLANMixedGUARDIAN LIFE INSURANCE COMPANY$237K1502025
Retirement plans
Welfare plans
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