Form 5500 · Employee benefit plan · AUSTIN, TX
CWS CAPITAL PARTNERS LLC
Public Form 5500 records show how CWS CAPITAL PARTNERS LLC (AUSTIN, TX) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0787121 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 591 | December | $35,750 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 1,219 | December | $32,731 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 795 | December | $21,933 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 795 | December | $11,945 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 210 | December | $9,226 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 267 | December | $5,000 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 795 | December | $1,406 |
| NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | — | 1 | December | $35 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Stop-loss | 936 | December | $0 |
Questions
Who is CWS CAPITAL PARTNERS LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CWS CAPITAL PARTNERS LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does CWS CAPITAL PARTNERS LLC use?
CWS CAPITAL PARTNERS LLC's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 9 disclosed carriers.
When does CWS CAPITAL PARTNERS LLC's group plan renew?
The most recent Schedule A policy period for CWS CAPITAL PARTNERS LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CWS CAPITAL PARTNERS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.