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Sponsor portfolioWelfare / HealthEIN 32-0451973

CORNWELL CAPITAL, LLC

2740 WEST FRANKLIN BLVD · GASTONIA, NC 28052
7048740485
Plans filed
1
Years active
2022–2025
Industry
NAICS 31
Latest filing
2025
Total premiums (latest)
$319K
No prior year
Persons covered
143
No prior year
Total participants
198
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$319K
CORNWELL CAPITAL, LLC CONSOLIDATED HEALTH AND WELFARE BENEFITS PLAN
Mixed143 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$319K18.1%
Life$319K18.1%
Short-term disability$319K18.1%
Long-term disability$319K18.1%
Other$319K18.1%
Vision$167K9.5%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$319K100.0%12143

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JAMES A SCOTT & SON INCLYNCHBURG, VATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$44K$0$44K90.0%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$5K$0$5K9.8%1
CONSOLOIDATED PLANNING HOLDINGS—THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$90$0$900.2%1

History & trajectory

4 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
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