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  2. Wilson-McShane Corporation
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Wilson-McShane Corporation

EIN 41-0956552-financial services-Latest filing 2025
Plans
3
Retirement
2
$83.1M assets
Health & Benefits
1
$198K premiums
Participants
1,242
3001 METRO DRIVE, SUITE 500 - BLOOMINGTON, MN 55425952-851-3560wilson-mcshane.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001401(k)-$72.1M - 567 part#002ESOP-$11.0M - 247 part#506Mixed-$198K - 428 lives

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

Retirement portfolio analytics

2 plans aggregated / $83.1M assets / 814 participants

Assets by plan

Share of aggregate retirement assets

  • RETIREMENT INCOME PLAN (#001)$72.1M
  • EMPLOYEE STOCK OWNERSHIP (#002)$11.0M
Total $83.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • RETIREMENT INCOME PLAN (#001)567
  • EMPLOYEE STOCK OWNERSHIP (#002)247
Total 814Select a row to open it

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
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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

WILSON-MCSHANE CORPORATION RETIREMENT INCOME PLAN

401(k)

Assets$72.1M
Participants567
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

WILSON-MCSHANE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.0M
Participants247
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

WILSON-MCSHANE CORPORATION HEALTH AND WELFARE PLAN

Mixed - AMERICAN HERITAGE LIFE INSURANCE COMPANY

Premiums$198K
Covered lives428
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WILSON-MCSHANE CORPORATION RETIREMENT INCOME PLAN401(k)$72.1M5672025
#002WILSON-MCSHANE CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$11.0M2472025
  • WILSON-MCSHANE CORPORATION RETIREMENT INCOME PLAN$72.1M
    #001 · 401(k) · 2025567
  • WILSON-MCSHANE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN$11.0M
    #002 · ESOP · 2025247

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#506WILSON-MCSHANE CORPORATION HEALTH AND WELFARE PLANMixedAMERICAN HERITAGE LIFE INSURANCE COMPANY$198K4282025
  • WILSON-MCSHANE CORPORATION HEALTH AND WELFARE PLAN$198K
    #506 · Mixed · AMERICAN HERITAGE LIFE INSURANCE COMPANY · 2025428
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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