Form 5500 · Employee benefit plan · WASHINGTON, DC
CW FINANCIAL SERVICES LLC
CW FINANCIAL SERVICES LLC of WASHINGTON, DC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is NFP CORPORATE SERVICES NY LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0433413 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Life, Disability | 127 | November | $13,725 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 289 | November | $12,051 |
Questions
Who is CW FINANCIAL SERVICES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CW FINANCIAL SERVICES LLC's broker of record is NFP CORPORATE SERVICES NY LLC.
What insurance carrier does CW FINANCIAL SERVICES LLC use?
CW FINANCIAL SERVICES LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does CW FINANCIAL SERVICES LLC's group plan renew?
The most recent Schedule A policy period for CW FINANCIAL SERVICES LLC ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CW FINANCIAL SERVICES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.