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
Sponsor portfolio
M.S. WALKER, INC.
EIN 04-1941600wine and spiritsLatest filing 2025
Plans
3
Retirement
1
$62.1M assets
Welfare
2
$8.2M premiums
Participants
1,297
975 UNIVERSITY AVENUE - NORWOOD, MA 02062617-776-6700mswalker.comLinkedIn201-500 employeeswine and spirits
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $8.2M premiums / 827 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- HARVARD PILGRIM HEALTH CARE89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
- ALLONE HEALTH0%
Broker market share
Schedule A broker compensation
56%top
- RISK STRATEGIES COMPANY56%
- CROSS INSURANCE28%
- NEESENROLL8%
- RSC INSURANCE BROKERAGE INC7%
- KIMBERLY ANNE CUNNINGHAM1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
M.S. WALKER RETIREMENT TRUST
401k
Assets$62.1M
Participants662
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
M. S. WALKER, INC. HEALTH AND WELFARE PLAN
Fully Insured - HPHC JOINT VENTURE UHG
Premiums$8.2M
Covered lives827
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
M. S. WALKER, INC. FLEXIBLE SPENDING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | M.S. WALKER RETIREMENT TRUST | 401k | $62.1M | 662 | 2024 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans