Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$675K
- Stop-loss$56K
- Dental$32K
- Short-term disability$15K
- Other$9K
- Life$6K
- +1 more
Sponsor portfolio
WILSON BAKER INC
EIN 51-0103572Retail TradeLatest filing 2025
Plans
3
Retirement
1
$4.1M assets
Welfare
2
$787K premiums
Participants
252
15046 GRAVEL HILL ROAD PO BOX 250 - MILTON, DE 19968302-684-8569wilsonbaker.comLinkedIn51-200 employees
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $787K premiums / 158 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
- HM LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
76%top
- SONCHEN, ROBERT76%
- AP BENEFIT ADVISORS, LLC16%
- GIS BENEFITS INC8%
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 BAKER INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$4.1M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILSON BAKER, INC. EMPLOYEE BENEFIT PLAN
Fully Insured - HIGHMARK OF DELAWARE
Premiums$731K
Covered lives62
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
WILSON BAKER, INC. HEALTH & WELFARE ANCILLARY PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$56K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILSON BAKER INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $4.1M | 99 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILSON BAKER, INC. EMPLOYEE BENEFIT PLAN | Fully Insured | HIGHMARK OF DELAWARE | $731K | 62 | 2025 | |
| 502 | WILSON BAKER, INC. HEALTH & WELFARE ANCILLARY PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $56K | 96 | 2025 |
Retirement plans
Welfare plans