Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.3M
- Prescription drug$7.3M
- Other$508K
- Life$411K
- Short-term disability$411K
- Long-term disability$411K
- +2 more
Filings through .
M. S. Walker, Inc.
EIN 04-1941600wine and spiritsLatest filing 2025
Plans
3
Retirement
1
$72.0M assets
Health & Benefits
2
$8.2M premiums
Participants
1,343
975 UNIVERSITY AVENUE - NORWOOD, MA 02062617-440-1936mswalker.comLinkedIn201-500 employeeswine and spirits
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $8.2M premiums / 827 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
M.S. WALKER RETIREMENT TRUST
401(k)
Assets$72.0M
Participants708
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
M. S. WALKER, INC. HEALTH AND WELFARE PLAN
Fully insured - HPHC JOINT VENTURE UHG
Premiums$8.2M
Covered lives827
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510
M. S. WALKER, INC. FLEXIBLE SPENDING PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | M.S. WALKER RETIREMENT TRUST | 401(k) | $72.0M | 708 | 2025 |
- #001 · 401(k) · 2025708
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | M. S. WALKER, INC. HEALTH AND WELFARE PLAN | Fully insured | HPHC JOINT VENTURE UHG | $8.2M | 827 | 2025 |
| #510 | M. S. WALKER, INC. FLEXIBLE SPENDING PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Fully insured · HPHC JOINT VENTURE UHG · 2025827
- #510 · Self-funded · 20250
Retirement plans
Health & Benefits plans