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  2. THE WISDOM GROUP, INC
Sponsor portfolio

THE WISDOM GROUP, INC

EIN 27-2868340-Latest filing 2025
Plans
3
Retirement
0
Welfare
3
$1.2M premiums
Participants
259
515 ELBA HIGHWAY - TROY, AL 36079205-250-7677
Plans on this EIN
3 filings
#501Mixed-$1.0M - 174 lives#502Fully Insured-$225K - 117 lives#503Fully Insured-100 lives

Benefits portfolio analytics

3 plans / $1.2M premiums / 391 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $67K1 slice

Broker market share

Schedule A broker compensation

Split broker
50%top
  • EMEEL SALEM50%
  • JACKSON STEPHEN FLOWERS50%
Total $7K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

MEDICAL PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$1.0M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GAP PLAN

Fully Insured - GLOBE LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$225K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LIFE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$0
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDICAL PLANMixedBLUE CROSS AND BLUE SHIELD OF ALABAMA$1.0M1742025
502GAP PLANFully InsuredGLOBE LIFE AND ACCIDENT INSURANCE COMPANY$225K1172025
503LIFE PLANFully InsuredSTANDARD INSURANCE COMPANY$01002025
Welfare plans
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