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Sponsor portfolio

BW FUSION LLC

EIN 84-2155082-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$3.0M assets
Welfare
1
$88K premiums
Participants
195
3850 CONCEPT CT, SUITE 101 - FORT WAYNE, IN 46808888-429-3874
Plans on this EIN
3 filings
#002401k-$2.9M - 103 part#001ProfitSharing-$51K - 0 part#501Mixed-$88K - 92 lives

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 103 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • BW FUSION 401(K) (#002)98%
  • BW 401(K) (#001)2%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BW FUSION 401(K) (#002)103
Total 103Click row to drill in

Benefits portfolio analytics

1 plan / $88K premiums / 92 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$88K
  • Short-term disability$88K
  • Long-term disability$88K
  • Other$88K
Total $88K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $88K1 slice

Broker market share

Schedule A broker compensation

Split broker
82%top
  • MARSH & MCLENNAN AGENCY LLC82%
  • GIS BENEFITS INC18%
Total $24K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BW FUSION 401(K) PLAN

401k

Assets$2.9M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BW 401(K) PLAN

ProfitSharing

Assets$51K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BW FUSION EMPLOYEE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$88K
Covered lives92
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BW FUSION 401(K) PLAN401k$2.9M1032025
001BW 401(K) PLANProfitSharing$51K02025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BW FUSION EMPLOYEE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$88K922025
Retirement plans
Welfare plans
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