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Sponsor portfolio

WMK, LLC

EIN 31-1502439-Latest filing 2025
Plans
2
Retirement
1
$62.0M assets
Welfare
1
$1.5M premiums
Participants
3,467
4199 KINROSS LAKES PARKWAY, SUITE 300 - RICHFIELD, OH 44286603-437-4444
Plans on this EIN
2 filings
#001401k-$62.0M - 2,089 part#501Mixed-$1.5M - 1,378 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,378 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Life$1.5M
  • Short-term disability$1.5M
  • Long-term disability$1.5M
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA99%
  • ALLONE HEALTH1%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $191K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WMK LLC 401K PROFIT SHARING PLAN & TRUST

401k

Assets$62.0M
Participants2,089
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WMK, LLC WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives1,378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WMK LLC 401K PROFIT SHARING PLAN & TRUST401k$62.0M2,0892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WMK, LLC WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.5M1,3782025
Retirement plans
Welfare plans
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