Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$1.1M
- Prescription drug$1.1M
- Other$1.1M
Sponsor portfolio
JIM WILSON & ASSOCIATES, LLC
EIN 20-8083254real estateLatest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$1.1M premiums
Participants
166
2660 EASTCHASE LANE, SUITE 100 - MONTGOMERY, AL 36117334-260-2520jwacompanies.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 94 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- BLUE CROSS OF CALIFORNIA100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN
401k
Assets$8.3M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JIM WILSON & ASSOCIATES, LLC WELFARE PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$1.1M
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN | 401k | $8.3M | 72 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans