Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$36K
- Other$36K
Filings through .
Shen Milsom & Wilke LLC
EIN 26-3758621architecture & planningLatest filing 2025
Plans
2
Retirement
1
$27.0M assets
Health & Benefits
1
$36K premiums
Participants
325
275 MADISON AVENUE - NEW YORK, NY 10016212-725-6800smwllc.comLinkedIn201-500 employeesarchitecture & planning
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 / $36K premiums / 123 covered lives
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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
SHEN MILSOM & WILKE, LLC 401(K) PLAN
401(k)
Assets$27.0M
Participants210
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SHEN MILSOM & WILKE, LLC FLEXIBLE BENEFITS PLAN
Mixed - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$36K
Covered lives123
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SHEN MILSOM & WILKE, LLC 401(K) PLAN | 401(k) | $27.0M | 210 | 2025 |
- #001 · 401(k) · 2025210
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SHEN MILSOM & WILKE, LLC FLEXIBLE BENEFITS PLAN | Mixed | FIRST UNUM LIFE INSURANCE COMPANY | $36K | 123 | 2025 |
- #501 · Mixed · FIRST UNUM LIFE INSURANCE COMPANY · 2025123
Retirement plans
Health & Benefits plans