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  2. WISS, JANNEY, ELSTNER ASSOCIATES, INC.
Sponsor portfolio

WISS, JANNEY, ELSTNER ASSOCIATES, INC.

EIN 36-2757956-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$406.0M assets
Welfare
1
$1.3M premiums
Participants
1,868
330 PFINGSTEN ROAD - NORTHBROOK, IL 60062847-272-7400wje.comLinkedIn501-1000 employeescivil engineering
Plans on this EIN
2 filings
#002401k-$406.0M - 1,067 part#510Fully Insured-$1.3M - 789 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 789 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$837K
  • Life$599K
  • Long-term disability$543K
  • Health$290K
  • Prescription drug$290K
  • Vision$143K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA57%
  • HAWAII MEDICAL SERVICE ASSOCIATION22%
  • VISION SERVICE PLAN11%
  • COMBINED INSURANCE COMPANY OF AMERICA4%
  • DELTA DENTAL OF CALIFORNIA3%
  • +2 more
Total $1.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • GCG FINANCIAL LLC89%
  • LONG TERM CARE SOLUTIONS, INC.10%
  • ANTHONY JOSEPH PROCACCINI2%
Total $129K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WISS, JANNEY, ELSTNER ASSOCIATES, INC. 401(K) PLAN

401k

Assets$406.0M
Participants1,067
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WISS, JANNEY, ELSTNER ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.3M
Covered lives789
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WISS, JANNEY, ELSTNER ASSOCIATES, INC. 401(K) PLAN401k$406.0M1,0672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WISS, JANNEY, ELSTNER ASSOCIATES, INC. EMPLOYEE BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.3M7892025
Retirement plans
Welfare plans
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