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Sponsor portfolio

WSOL, LLC

EIN 47-0803449-Latest filing 2025
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$2.7M premiums
Participants
397
6275 WEST PLANO PARKWAY, SUITE 550 - PLANO, TX 75093972-964-4800
Plans on this EIN
2 filings
#002401k-$12.6M - 208 part#501Fully Insured-$2.7M - 332 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 332 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$2.5M
  • Prescription drug$2.5M
  • Vision$215K
  • Life$215K
  • Short-term disability$215K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DEARBORN LIFE INSURANCE COMPANY8%
Total $2.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $161K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WSOL, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$12.6M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WSOL WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.7M
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WSOL, LLC 401(K) PROFIT SHARING PLAN401k$12.6M2082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WSOL WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.7M3322025
Retirement plans
Welfare plans
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