PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CAULDWELL WINGATE COMPANY, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 13-4196323

CAULDWELL WINGATE COMPANY, LLC

380 LEXINGTON AVENUE · NEW YORK, NY 10168
2129837150
Plans filed
1
Years active
2020–2024
Industry
NAICS 23
Latest filing
2024
Total premiums (latest)
$223K
No prior year
Persons covered
156
No prior year
Total participants
89
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$223K
CAULDWELL WINGATE COMPANY, LLC HEALTH AND WELFARE PLAN
Mixed156 covered·2 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$122K32.9%
Vision$122K32.9%
Long-term disability$43K11.6%
Short-term disability$32K8.6%
Life$26K7.0%
Other$26K7.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
DV
$122K54.6%11156
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
LSTDLTDOth
$101K45.4%1389

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERCONCORD, CALINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, AETNA LIFE INSURANCE CO.$17K$8K$24K100.0%1

History & trajectory

5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica