Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Dental$2.8M
- Life$56K
- Long-term disability$41K
- Vision$14K
- Other$11K
- +1 more
Sponsor portfolio
FREDERICK WILDMAN AND SONS, LTD.
EIN 13-2587600wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$25.7M assets
Welfare
1
$2.9M premiums
Participants
307
111 BROADWAY, SUITE 1102 - NEW YORK, NY 10006212-355-0700frederickwildman.comLinkedIn51-200 employeeswine and spirits
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 151 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK4%
- VISION SERVICE PLAN0%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
53%top
- ONEGROUP NY INC53%
- PROFESSIONAL GROUP PLANS INC28%
- ARCHON LLC19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN
401k
Assets$25.7M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FREDERICK WILDMAN AND SONS HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.9M
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN | 401k | $25.7M | 192 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FREDERICK WILDMAN AND SONS HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.9M | 151 | 2025 |
Retirement plans
Welfare plans