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Filings through Oct 24, 2026.

W.S. Darley & Co.

EIN 36-0976610-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$59.7M assets
Health & Benefits
1
$3.7M premiums
Participants
559
325 SPRING LAKE DRIVE - ITASCA, IL 601432072708-345-8050LinkedIn51-200 employees
Plans on this EIN
3 filings
#001401(k)-$51.8M - 278 part#004401(k)-$7.9M - 88 part#501Fully insured-$3.7M - 386 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $59.7M assets / 366 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING 401(K) (#001)$51.8M
  • SHOP EMPLOYEES' 401(K) (#004)$7.9M
Total $59.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • MERRILL LYNCH PIERCE FENNER & SMITH$51.8M
  • (Not disclosed)$7.9M
Total $59.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)278
  • SHOP EMPLOYEES' 401(K) (#004)88
Total 366Select a row to open it

Benefits portfolio analytics

1 plan / $3.7M premiums / 386 covered lives

Coverage 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
Total $3.7M7 rows
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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

W. S. DARLEY & CO. EMPLOYEE'S PROFIT SHARING 401(K) PLAN

401(k)

Assets$51.8M
Participants278
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

W. S. DARLEY & CO. CHIPPEWA FALLS SHOP EMPLOYEES' 401(K) PLAN

401(k)

Assets$7.9M
Participants88
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

W.S. DARLEY EMPLOYEE HEALTH INSURANCE PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.7M
Covered lives386
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001W. S. DARLEY & CO. EMPLOYEE'S PROFIT SHARING 401(K) PLAN401(k)$51.8M2782025
#004W. S. DARLEY & CO. CHIPPEWA FALLS SHOP EMPLOYEES' 401(K) PLAN401(k)$7.9M882024
  • W. S. DARLEY & CO. EMPLOYEE'S PROFIT SHARING 401(K) PLAN$51.8M
    #001 · 401(k) · 2025278
  • W. S. DARLEY & CO. CHIPPEWA FALLS SHOP EMPLOYEES' 401(K) PLAN$7.9M
    #004 · 401(k) · 202488

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501W.S. DARLEY EMPLOYEE HEALTH INSURANCE PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$3.7M3862025
  • W.S. DARLEY EMPLOYEE HEALTH INSURANCE PLAN$3.7M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025386
Retirement plans
Health & Benefits plans

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