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Sponsor portfolio

WILSON MCSHANE CORPORATION

EIN 41-0956552-financial services-Latest filing 2025
Plans
3
Retirement
2
$76.5M assets
Welfare
1
$198K premiums
Participants
1,287
3001 METRO DRIVE, SUITE 500 - BLOOMINGTON, MN 55425952-851-3560wilson-mcshane.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$67.7M - 602 part#002ESOP-$8.8M - 257 part#506Mixed-$198K - 428 lives

Retirement portfolio analytics

2 plans aggregated / $76.5M assets / 859 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • RETIREMENT INCOME PLAN (#001)89%
  • EMPLOYEE STOCK OWNERSHIP (#002)11%
Total $76.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT INCOME PLAN (#001)602
  • EMPLOYEE STOCK OWNERSHIP (#002)257
Total 859Click row to drill in

Benefits portfolio analytics

1 plan / $198K premiums / 428 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$179K
  • Life$45K
  • Short-term disability$45K
  • Vision$20K
Total $198K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY68%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA23%
  • EYEMED VISION CARE10%
Total $198K3 slices

Broker market share

Schedule A broker compensation

Split broker
35%top
  • BROWN & BROWN INSURANCE SERVICES35%
  • SCS BENEFIT SERVICES LLC26%
  • MIDWEST SELECT INSURANCE GROUP LLC25%
  • HERITAGE HOME SOLUTIONS INC12%
  • WENGER ERIC W2%
Total $18K5 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

WILSON-MCSHANE CORPORATION RETIREMENT INCOME PLAN

401k

Assets$67.7M
Participants602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WILSON-MCSHANE CORPORATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.8M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

WILSON-MCSHANE CORPORATION HEALTH AND WELFARE PLAN

Mixed - AMERICAN HERITAGE LIFE INSURANCE COMPANY

Premiums$198K
Covered lives428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WILSON-MCSHANE CORPORATION RETIREMENT INCOME PLAN401k$67.7M6022024
002WILSON-MCSHANE CORPORATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$8.8M2572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506WILSON-MCSHANE CORPORATION HEALTH AND WELFARE PLANMixedAMERICAN HERITAGE LIFE INSURANCE COMPANY$198K4282025
Retirement plans
Welfare plans
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