Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILKIN & GUTTENPLAN, P.C. 401(K) PLAN | 401k | $36.3M | 176 | 2024 | |
| 002 | WILKIN GUTTENPLAN PC PR 1081. 01(D) PLAN | 401k | $100K | 1 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | WILKIN & GUTTENPLAN, P. C. LONG-TERM DISABILITY PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $43K | 142 | 2025 | |
| 503 | WILKIN & GUTTENPLAN, P. C. EMPLOYEE BENEFIT PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | 142 | 2025 | |
| 505 | WILKIN & GUTTENPLAN, P. C. ACCIDENTAL DEATH & DISMEMBERMENT PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | 142 | 2025 |