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Sponsor portfolio

L R WILLSON AND SONS INC

EIN 52-0955711-Latest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$780K premiums
Participants
362
PO BOX 227 - GAMBRILLS, MD 21054410-987-5414
Plans on this EIN
2 filings
#001401k-$15.7M - 237 part#501Fully Insured-$780K - 189 lives

Benefits portfolio analytics

1 plan / $780K premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$680K
  • Prescription drug$680K
  • Short-term disability$45K
  • Dental$39K
  • Life$15K
  • Other$15K
Total $780K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • UNITED CONCORDIA INSURANCE COMPANY5%
Total $780K3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • HILB GROUP OF NEW ENGLAND63%
  • MATHER & STROHL ADMIN SVC INC37%
Total $69K2 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

L.R. WILLSON & SONS EMPLOYEE RETIREMENT PLAN

401k

Assets$15.7M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

L R WILLSON AND SONS BENEFIT PLAN

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$780K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001L.R. WILLSON & SONS EMPLOYEE RETIREMENT PLAN401k$15.7M2372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501L R WILLSON AND SONS BENEFIT PLANFully InsuredCAREFIRST OF MARYLAND, INC.$780K1892025
Retirement plans
Welfare plans
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