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Sponsor portfolio

ALFRED WILLIAMS & COMPANY

EIN 56-0715557-furniture-Latest filing 2025
Plans
2
Retirement
1
$39.1M assets
Welfare
1
$235K premiums
Participants
625
410 S. SALISBURY STREET, SUITE 200 - RALEIGH, NC 27604919-832-9570alfredwilliams.comLinkedIn201-500 employeesfurniture
Plans on this EIN
2 filings
#002401k-$39.1M - 346 part#505Mixed-$235K - 389 lives

Benefits portfolio analytics

1 plan / $235K premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$80K
  • Other$80K
  • Long-term disability$71K
  • Short-term disability$54K
  • Vision$30K
Total $235K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY87%
  • EYEMED VISION CARE13%
Total $235K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $31K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ALFRED WILLIAMS & COMPANY 401(K) PLAN

401k

Assets$39.1M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ALFRED WILLIAMS & COMPANY FLEXIBLE BENEFITS PLAN

Mixed - UNITED OF OMAHA

Premiums$235K
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ALFRED WILLIAMS & COMPANY 401(K) PLAN401k$39.1M3462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ALFRED WILLIAMS & COMPANY FLEXIBLE BENEFITS PLANMixedUNITED OF OMAHA$235K3892025
Retirement plans
Welfare plans
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