Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$65K
- Long-term disability$65K
- Other$65K
- Vision$25K
Sponsor portfolioTH
W.T. WALKER GROUP, INC.
EIN 39-0796544Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
1
$54.5M assets
Welfare
1
$90K premiums
Participants
734
222 EAST ERIE STREET, 3RD FLOOR - MILWAUKEE, WI 53202414-223-2000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $90K premiums / 436 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY72%
- METROPOLITAN LIFE INSURANCE COMPANY28%
Broker market share
Schedule A broker compensation
70%top
- MARSH & MCLENNAN AGENCY LLC70%
- FMLA SOURCE INC30%
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. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN
401k
Assets$54.5M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
WALKER GROUP HEALTH AND WELFARE PLAN #503
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$90K
Covered lives436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN | 401k | $54.5M | 411 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | WALKER GROUP HEALTH AND WELFARE PLAN #503 | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $90K | 436 | 2025 |
Retirement plans
Welfare plans