Plan Ledger DOL Form 5500 · updated monthly

Charlotte's Web, Inc.benefits

Cwb Holdings, Inc. Welfare Benefits Plan · LOUISVILLE, CO · plan year 2025

Broker compensation reported · 2025
$20,032

Charlotte's Web, Inc.'s benefits plans covered 107 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $20,032 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $187 per covered person, below the median for employer plans that report broker pay. Broker pay rose 14% from $17,559 in 2024.

Insurance contracts · 20254
AMERITAS LIFE INSURANCE CORP · dental visionpremiums n/a · 211 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 104 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 107 covered
Brokers & agents paid · 20254
IMA, INC.$18,716 · incl $5,394 fees
WATCHTOWER TECHNOLOGIES, INC.$838 · incl $838 fees
BLUMCIA BUSINESS SOLUTIONS$340
Individual agent · names withheld$138

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Ima5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 464725961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.