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Sponsor portfolioTH

WILEY & WILSON, INC.

EIN 54-0922889-architecture & planning-Latest filing 2025
Plans
2
Retirement
1
$101.2M assets
Welfare
1
$2.5M premiums
Participants
512
127 NATIONWIDE DRIVE - LYNCHBURG, VA 245024272434-947-1901wileywilson.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filings
#001ESOP-$101.2M - 325 part#505Fully Insured-$2.5M - 184 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$2.4M
  • Vision$2.4M
  • Life$61K
  • Long-term disability$30K
  • Other$4K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JAMES A SCOTT & SON INC100%
Total $80K1 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

WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

ESOP

Assets$101.2M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

WILEY WILSON EMPLOYEE BENEFITS PLAN

Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA, INC.

Premiums$2.5M
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLANESOP$101.2M3252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505WILEY WILSON EMPLOYEE BENEFITS PLANFully InsuredANTHEM HEALTH PLANS OF VIRGINIA, INC.$2.5M1842025
Retirement plans
Welfare plans
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