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Sponsor portfolio

WILKINSON BARKER KNAUER, LLP

EIN 52-1264167-law practice-Latest filing 2025
Plans
5
Retirement
1
$67.2M assets
Welfare
4
$349K premiums
Participants
582
1800 M ST NW SUITE 800N - WASHINGTON, DC 20036202-783-4141wbklaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
5 filings
#001401k-$67.2M - 175 part#504Fully Insured-$246K - 118 lives#503Fully Insured-$87K - 118 lives#506Fully Insured-$12K - 53 lives#507Fully Insured-$3K - 118 lives

Benefits portfolio analytics

4 plans / $349K premiums / 407 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$246K
  • Other$91K
  • Life$87K
  • Short-term disability$12K
Total $349K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA78%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA22%
  • JANUS ASSOCIATES, INC. DBA BHS1%
Total $349K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $44K1 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

WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN

401k

Assets$67.2M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GROUP LTD PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$246K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GROUP LIFE/AD&D PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$87K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

GROUP SHORT TERM DISABILITY PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$12K
Covered lives53
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

GROUP EAP PLAN

Fully Insured - JANUS ASSOCIATES, INC. DBA BHS

Premiums$3K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN401k$67.2M1752024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504GROUP LTD PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$246K1182025
503GROUP LIFE/AD&D PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$87K1182025
506GROUP SHORT TERM DISABILITY PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$12K532025
507GROUP EAP PLANFully InsuredJANUS ASSOCIATES, INC. DBA BHS$3K1182025
Retirement plans
Welfare plans
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