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Sponsor portfolio

WIGHTMAN AND ASSOCIATES, INC.

EIN 38-1962190-Latest filing 2025
Plans
2
Retirement
1
$30.3M assets
Welfare
1
$1.4M premiums
Participants
441
2303 PIPESTONE ROAD - BENTON HARBOR, MI 49022269-927-0100
Plans on this EIN
2 filings
#001401k-$30.3M - 235 part#503Mixed-$1.4M - 337 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$98K
  • Other$93K
  • Life$87K
  • Long-term disability$87K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • DELTA DENTAL OF CALIFORNIA7%
  • AMERICAN UNITED LIFE INSURANCE COMPANY6%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • PINE REST0%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • THE NULTY AGENCY INC.93%
  • CENTRO BENEFITS RESEARCH LLC7%
Total $63K2 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

WIGHTMAN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN

401k

Assets$30.3M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WIGHTMAN AND ASSOCIATES WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$1.4M
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WIGHTMAN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN401k$30.3M2352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WIGHTMAN AND ASSOCIATES WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MICHIGAN$1.4M3372025
Retirement plans
Welfare plans
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