Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$285K
- Vision$285K
- Life$285K
- Short-term disability$285K
- Long-term disability$285K
- Other$285K
Sponsor portfolio
WILLIAMS COMPANY MANAGEMENT GROUP
EIN 05-0534693Latest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$285K premiums
Participants
269
291 SOUTHHALL LANE - MAITLAND, FL 32751407-295-2530
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $285K premiums / 126 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF WILLIAMS COMPANY - MANAGEMENT GROUP
401k
Assets$12.9M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILLIAMS COMPANY MANAGEMENT GROUP WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$285K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF WILLIAMS COMPANY - MANAGEMENT GROUP | 401k | $12.9M | 146 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLIAMS COMPANY MANAGEMENT GROUP WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $285K | 126 | 2025 |
Retirement plans
Welfare plans