Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$168K
- Other$114K
- Life$69K
- Long-term disability$62K
Sponsor portfolioTH
THE WILLS GROUP, INC.
EIN 52-1461039consumer servicesLatest filing 2025
Plans
2
Retirement
1
$45.8M assets
Welfare
1
$344K premiums
Participants
1,789
102 CENTENNIAL STREET - LAPLATA, MD 20646301-932-3608willsgroup.comLinkedIn201-500 employeesconsumer services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $344K premiums / 485 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
- METROPOLITAN LIFE INSURANCE COMPANY49%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
H.S. SWANN, JAMES W. WILLS, JR. EMPLOYEES' VALUE SHARING OPPORTUNITY PLAN
401k
Assets$45.8M
Participants1,301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WILLS GROUP, INC. FLEXIBLE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$344K
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | H.S. SWANN, JAMES W. WILLS, JR. EMPLOYEES' VALUE SHARING OPPORTUNITY PLAN | 401k | $45.8M | 1,301 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WILLS GROUP, INC. FLEXIBLE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $344K | 485 | 2025 |
Retirement plans
Welfare plans