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Sponsor portfolioTH

WKW NORTH AMERICA HOLDING, INC.

EIN 20-5268658-Latest filing 2025
Plans
2
Retirement
1
$21.5M assets
Welfare
1
$551K premiums
Participants
1,071
103 PARKWAY EAST - PELL CITY, AL 35125205-338-4242
Plans on this EIN
2 filings
#002401k-$21.5M - 724 part#501Mixed-$551K - 415 lives

Benefits portfolio analytics

1 plan / $551K premiums / 415 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$543K
  • Other$527K
  • Dental$519K
  • Vision$519K
  • Short-term disability$519K
  • Long-term disability$519K
Total $551K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA94%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
  • TELADOC1%
Total $551K3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS70%
  • MAIA LABOW16%
  • WATCHTOWER TECHNOLOGIES INC9%
  • HOWARD B LABOW4%
  • UNKNOWN1%
Total $80K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WKW NORTH AMERICA 401(K) PLAN

401k

Assets$21.5M
Participants724
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WKW NORTH AMERICA HOLDING, INC HEALTH AND WELFARE BENEFITS PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$551K
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WKW NORTH AMERICA 401(K) PLAN401k$21.5M7242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WKW NORTH AMERICA HOLDING, INC HEALTH AND WELFARE BENEFITS PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$551K4152025
Retirement plans
Welfare plans
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