PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WSB LLC
Sponsor portfolioTH

WSB LLC

EIN 41-1820018-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$156.2M assets
Welfare
1
$1.2M premiums
Participants
3,427
701 XENIA AVENUE, SUITE 300 - MINNEAPOLIS, MN 55416763-541-4800
Plans on this EIN
2 filings
#001401k-$156.2M - 1,911 part#510Mixed-$1.2M - 1,503 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,503 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$542K
  • Long-term disability$330K
  • Vision$146K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY88%
  • VISION SERVICE PLAN12%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • BROWN & BROWN INSURANCE SERVICES93%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC6%
  • HAYS COMPANIES, INC.1%
Total $148K3 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

WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST

401k

Assets$156.2M
Participants1,911
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WSB LLC WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives1,503
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST401k$156.2M1,9112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WSB LLC WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.2M1,5032025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica