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
Filings through .
Wilmorite Management Group, LLC
EIN 20-2391875commercial real estateLatest filing 2025
Plans
2
Retirement
1
$23.6M assets
Health & Benefits
1
$2.5M premiums
Participants
295
1265 SCOTTSVILLE ROAD - ROCHESTER, NY 14624585-464-9400wilmorite.comLinkedIn201-500 employeescommercial real estate
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.5M premiums / 162 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WILMORITE MANAGEMENT GROUP, LLC 401(K) PLAN
401(k)
Assets$23.6M
Participants178
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WILMORITE MANAGEMENT GROUP, LLC EMPLOYEE BENEFITS PLAN
Fully insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$2.5M
Covered lives162
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WILMORITE MANAGEMENT GROUP, LLC 401(K) PLAN | 401(k) | $23.6M | 178 | 2025 |
- #001 · 401(k) · 2025178
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · EXCELLUS BLUE CROSS BLUE SHIELD · 2025162
Retirement plans
Health & Benefits plans