PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WALKER, INC.
Sponsor portfolio

WALKER, INC.

EIN 04-2171186-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$2.4M premiums
Participants
825
1968 CENTRAL AVENUE - NEEDHAM, MA 02492781-292-2132
Plans on this EIN
2 filings
#001ProfitSharing-$13.7M - 575 part#502Fully Insured-$2.4M - 244 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$105K
  • Vision$105K
  • Life$80K
  • Short-term disability$68K
  • Long-term disability$68K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • HARVARD PILGRIM HEALTH CARE92%
  • DOMINION NATIONAL4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $70K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WALKER 401(K) RETIREMENT PLAN

ProfitSharing

Assets$13.7M
Participants575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WALKER, INC. HEALTH AND WELFARE PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$2.4M
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALKER 401(K) RETIREMENT PLANProfitSharing$13.7M5752025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WALKER, INC. HEALTH AND WELFARE PLANFully InsuredHARVARD PILGRIM HEALTH CARE$2.4M2442025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica