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Sponsor portfolio

WILSON TURNER KOSMO LLP

EIN 33-0467759-law practice-Latest filing 2025
Plans
2
Retirement
1
$30.4M assets
Welfare
1
$157K premiums
Participants
272
402 WEST BROADWAY, SUITE 1600 - SAN DIEGO, CA 92101619-977-8798wilsonturnerkosmo.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$30.4M - 142 part#502Fully Insured-$157K - 195 lives

Benefits portfolio analytics

1 plan / $157K premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$157K
  • Vision$157K
  • Life$157K
  • Long-term disability$157K
  • Other$157K
Total $157K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $157K1 slice

Broker market share

Schedule A broker compensation

Split broker
58%top
  • PAYCHEX INSURANCE AGENCY, INC.58%
  • CENTRO BENEFITS RESEARCH LLC26%
  • GARRY L JOHNSON & ASSOCIATES INC16%
Total $20K3 slices

Plan deep-dives

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

WILSON TURNER KOSMO LLP 401(K) PROFIT SHARING PLAN

401k

Assets$30.4M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WILSON TURNER KOSMO LLP HEALTH & WELFARE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$157K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILSON TURNER KOSMO LLP 401(K) PROFIT SHARING PLAN401k$30.4M1422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WILSON TURNER KOSMO LLP HEALTH & WELFARE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$157K1952025
Retirement plans
Welfare plans
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