Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Other$44K
- Life$42K
- Dental$41K
- Long-term disability$23K
- +2 more
Sponsor portfolio
WILMORITE MANAGEMENT GROUP, LLC
EIN 20-2391875commercial real estateLatest filing 2025
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$2.5M premiums
Participants
304
1265 SCOTTSVILLE ROAD - ROCHESTER, NY 14624585-464-9400wilmorite.comLinkedIn201-500 employeescommercial real estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 162 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- EYEMED VISION CARE0%
- EMPLOYEE NETWORK, INC.0%
Broker market share
Schedule A broker compensation
90%top
- BROWN & BROWN INSURANCE SERVICES90%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILMORITE MANAGEMENT GROUP, LLC 401(K) PLAN
401k
Assets$21.2M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILMORITE MANAGEMENT GROUP, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$2.5M
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILMORITE MANAGEMENT GROUP, LLC 401(K) PLAN | 401k | $21.2M | 187 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILMORITE MANAGEMENT GROUP, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $2.5M | 162 | 2025 |
Retirement plans
Welfare plans