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Sponsor portfolio

WILSON & COMPANY, INC., ENGINEERS & ARCHITECTS

EIN 48-1176300-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$124.7M assets
Welfare
1
$1.0M premiums
Participants
1,733
4401 MASTHEAD STREET, NE SUITE 150 - ALBUQUERQUE, NM 87109505-348-4194wilsonco.comLinkedIn501-1000 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$124.7M - 1,009 part#501Mixed-$1.0M - 1,778 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,778 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$464K
  • Dental$451K
  • Life$408K
  • Short-term disability$408K
  • Long-term disability$408K
  • Vision$104K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • DELTA DENTAL OF CALIFORNIA44%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY40%
  • VISION SERVICE PLAN10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
Total $1.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $71K1 slice

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 & COMPANY 401(K) PLAN

401k

Assets$124.7M
Participants1,009
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILSON & COMPANY, INC., ENGINEERS & ARCHITECTS HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF NEW MEXICO

Premiums$1.0M
Covered lives1,778
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILSON & COMPANY 401(K) PLAN401k$124.7M1,0092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILSON & COMPANY, INC., ENGINEERS & ARCHITECTS HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF NEW MEXICO$1.0M1,7782025
Retirement plans
Welfare plans
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