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Sponsor portfolioWelfare / HealthEIN 80-0956936

HW MANAGEMENT INC.

4000 MACARTHUR BLVD, SUITE 400 · NEWPORT BEACH, CA 92660
2024520800
Plans filed
1
Years active
2015–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$564K
No prior year
Persons covered
633
No prior year
Total participants
474
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$564K
HW MANAGEMENT WRAP BENEFIT PLAN
Mixed633 covered·4 carriers
Primary: UNITED CONCORDIA INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$289K51.2%
Life$104K18.4%
Vision$68K12.1%
Long-term disability$54K9.5%
Other$47K8.2%
Health$2K0.3%
Prescription drug$2K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$289K51.3%11633
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$204K36.2%18470
VISION SERVICE PLAN
EIN 061227840
V
$68K12.1%11301
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
HRx
$2K0.3%114

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA, VISION SERVICE PLAN, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, UNITED CONCORDIA INSURANCE COMPANY$45K$3K$47K99.8%1
KID INSURANCE BENEFITS INCGAINESVILLE, GACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$55$0$550.1%1
C MARIE ADAMS VOLKMARIETTA, GACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$12$0$120.0%1
NORMAC SOLUTIONS INCTOWNVILLE, SCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$8$0$80.0%1
SUSAN GOLD STOKESHUNTSVILLE, ALCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$6$0$60.0%1
LAURIE J BURNSYORK, SCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$4$0$40.0%1

History & trajectory

11 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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