Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$1.1M
- Prescription drug$1.1M
- Other$1.1M
Filings through .
Jim Wilson & Associates, LLC
EIN 20-8083254real estateLatest filing 2025
Plans
2
Retirement
1
$9.6M assets
Health & Benefits
1
$1.1M premiums
Participants
166
2660 EASTCHASE LANE, SUITE 100 - MONTGOMERY, AL 36117334-260-2500jwacompanies.comLinkedIn51-200 employeesreal 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 / $1.1M premiums / 94 covered lives
See carrier market share with Pro.
Pro unlocks:
- Top carriers and their premium share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN
401(k)
Assets$9.6M
Participants72
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JIM WILSON & ASSOCIATES, LLC WELFARE PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$1.1M
Covered lives94
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN | 401(k) | $9.6M | 72 | 2025 |
- #001 · 401(k) · 202572
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JIM WILSON & ASSOCIATES, LLC WELFARE PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $1.1M | 94 | 2025 |
- #501 · Mixed · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 202594
Retirement plans
Health & Benefits plans