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Sponsor portfolio

M. R. WILLIAMS, INC.

EIN 56-1130993-logistics and supply chain-Latest filing 2025
Plans
3
Retirement
1
$10.8M assets
Welfare
2
$723K premiums
Participants
1,141
P.O. BOX 728 - HENDERSON, NC 27536252-438-8104mrwilliams.comLinkedIn201-500 employeeslogistics and supply chain
Plans on this EIN
3 filings
#001401k-$10.8M - 621 part#503Fully Insured-$723K - 304 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $723K premiums / 304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$293K
  • Stop-loss$271K
  • Dental$130K
  • Short-term disability$82K
  • Long-term disability$78K
  • Life$32K
Total $723K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY58%
  • COMPANION LIFE INSURANCE COMPANY37%
  • HCC LIFE INSURANCE COMPANY5%
Total $723K3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • ASSUREDPARTNERS54%
  • GIS BENEFITS INC33%
  • EA LEGACY LLC13%
Total $78K3 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

M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$10.8M
Participants621
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

M R WILLIAMS INC EMPLOYEE BENEFIT PLAN

Fully Insured - COMPANION LIFE INSURANCE COMPANY

Premiums$723K
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

M. R. WILLIAMS, INC. SECTION 125 PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN401k$10.8M6212024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503M R WILLIAMS INC EMPLOYEE BENEFIT PLANFully InsuredCOMPANION LIFE INSURANCE COMPANY$723K3042025
502M. R. WILLIAMS, INC. SECTION 125 PLANSelf Funded-$002025
Retirement plans
Welfare plans
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