Form 5500 · Employee benefit plan · MARIETTA, GA
C.W. MATTHEWS CONTRACTING CO., INC.
The filing calls this plan CWM EMPLOYEE BENEFIT TRUST.
Public Form 5500 records show how C.W. MATTHEWS CONTRACTING CO., INC. of MARIETTA, GA, a construction employer, structures its employee benefits. Its broker of record is IMA INC. Coverage is written through AMWINS GROUP, INC. DBA STEALTH PARTNER GROUP and 2 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-0652729 · plan 501 · plan year 2025, filed Mar 12, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
110 other employer plans in Georgia have policy years ending in April. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering dental, vision, life, disability and stop-loss.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The stop-loss contract reports $2,602,938 in premium and $0 in commission. The rest of the premium and commission above is on the plan's other insured lines, and none of it is medical premium.
Reported premium across the insured contracts is $4,147,776, with $295,249 in disclosed broker commissions — about 7.1% of premium.
The most recent policy period ended in April, and the plan year ends April 30. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| STARMOUNT LIFE INSURANCE COMPANY | Dental, Vision | 1,055 | May 1, 2025 | $743,257 | $148,651 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,422 | May 1, 2025 | $801,581 | $146,598 |
| AMWINS GROUP, INC. DBA STEALTH PARTNER GROUP | Stop-loss | 0 | May 1, 2025 | $2,602,938 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in Georgia. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
110 other employer plans in Georgia are May 1 renewals (policy year ends April).
Their policy years end in April, like this plan’s, so most renew May 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in Georgia — largest plans, brokers, carriers and renewal months.