Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
W.S. DARLEY, & CO.
EIN 36-0976610Latest filing 2025
Plans
3
Retirement
2
$52.6M assets
Welfare
1
$3.7M premiums
Participants
546
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $52.6M assets / 353 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
85%top
- MERRILL LYNCH PIERCE FENNER & SMITH85%
- (Not disclosed)15%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.7M premiums / 386 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.5M
- Dental$3.5M
- Vision$172K
- Life$172K
- Short-term disability$172K
- Long-term disability$172K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- DEARBORN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
85%top
- STUMM INSURANCE LLC85%
- GINA E LANDINI-JOZEFCZAK8%
- MARSH & MCLENNAN AGENCY LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
W. S. DARLEY & CO. EMPLOYEE'S PROFIT SHARING 401(K) PLAN
401k
Assets$44.7M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
W. S. DARLEY & CO. CHIPPEWA FALLS SHOP EMPLOYEES' 401(K) PLAN
401k
Assets$7.9M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
W.S. DARLEY EMPLOYEE HEALTH INSURANCE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$3.7M
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | W. S. DARLEY & CO. EMPLOYEE'S PROFIT SHARING 401(K) PLAN | 401k | $44.7M | 265 | 2024 | |
| 004 | W. S. DARLEY & CO. CHIPPEWA FALLS SHOP EMPLOYEES' 401(K) PLAN | 401k | $7.9M | 88 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | W.S. DARLEY EMPLOYEE HEALTH INSURANCE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $3.7M | 386 | 2025 |
Retirement plans
Welfare plans