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  2. WILSON HUMAN CAPITAL GROUP, INC.
Sponsor portfolio

WILSON HUMAN CAPITAL GROUP, INC.

EIN 05-0537889-Latest filing 2025
Plans
2
Retirement
1
$17.0M assets
Welfare
1
$547K premiums
Participants
895
400 NORTH ASHLEY DRIVE, SUITE 3000 - TAMPA, FL 33602813-600-4303
Plans on this EIN
2 filings
#001401k-$17.0M - 521 part#501Mixed-$547K - 374 lives

Benefits portfolio analytics

1 plan / $547K premiums / 374 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$326K
  • Life$267K
  • Short-term disability$267K
  • Long-term disability$267K
  • Dental$221K
  • Vision$221K
Total $547K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY51%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA49%
Total $547K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • LOCKTON COMPANIES, LLC79%
  • GIS BENEFITS INC21%
Total $101K2 slices

Plan deep-dives

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

WILSONHCG, INC. 401K PLAN

401k

Assets$17.0M
Participants521
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILSONHCG, INC. WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$547K
Covered lives374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILSONHCG, INC. 401K PLAN401k$17.0M5212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILSONHCG, INC. WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$547K3742025
Retirement plans
Welfare plans
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