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Sponsor portfolio

WILKS BROTHERS, LLC

EIN 45-2388948-financial services-Latest filing 2025
Plans
2
Retirement
1
$68.2M assets
Welfare
1
$2.1M premiums
Participants
2,220
301 EAST 18TH STREET - CISCO, TX 76437817-850-3600wilksbrothers.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$68.2M - 1,228 part#501Mixed-$2.1M - 1,475 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 1,475 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.6M
  • Life$1.6M
  • Short-term disability$1.6M
  • Long-term disability$1.6M
  • Other$1.6M
  • Dental$521K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY75%
  • BLUE CROSS OF CALIFORNIA25%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • PRESCRIPTION CARE MANAGEMENT, LLC0%
Total $285K2 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

WILKS BROTHERS, LLC 401(K) PLAN

401k

Assets$68.2M
Participants1,228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILKS BROTHERS, LLC WELFARE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives1,475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILKS BROTHERS, LLC 401(K) PLAN401k$68.2M1,2282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILKS BROTHERS, LLC WELFARE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$2.1M1,4752025
Retirement plans
Welfare plans
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