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Sponsor portfolio

WILSON SENIOR CARE, INC.

EIN 57-0798718-hospital & health care-Latest filing 2025
Plans
4
Retirement
2
$22.1M assets
Welfare
2
$1.0M premiums
Participants
2,212
116 CASHUA STREET - DARLINGTON, SC 29532843-393-9925wilsonseniorcare.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
4 filings
#001401k-$11.6M - 433 part#002ESOP-$10.5M - 546 part#501Mixed-$672K - 608 lives#507Fully Insured-$364K - 625 lives

Retirement portfolio analytics

2 plans aggregated / $22.1M assets / 979 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • 401(K) RETIREMENT PLAN (#001)52%
  • EMPLOYEE STOCK OWNERSHIP (#002)48%
Total $22.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
52%top
  • ADP BROKER-DEALER52%
  • (Not disclosed)48%
Total $22.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)546
  • 401(K) RETIREMENT PLAN (#001)433
Total 979Click row to drill in

Benefits portfolio analytics

2 plans / $1.0M premiums / 1,233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$588K
  • Life$364K
  • Dental$312K
  • Vision$312K
  • Short-term disability$312K
  • Long-term disability$312K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA57%
  • METROPOLITAN LIFE INSURANCE COMPANY38%
  • BANKERS FIDELITY LIFE INSURANCE COMPANY5%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • DIGITAL INSURANCE LLC57%
  • SBR SERVICES LLC29%
  • IBENEFIT COMMUNICATION LLC9%
  • PLANNED ADMINISTRATORS, INC.5%
Total $112K4 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

WILSON SENIOR CARE 401(K) RETIREMENT PLAN

401k

Assets$11.6M
Participants433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WILSON SENIOR CARE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.5M
Participants546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$672K
Covered lives608
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

THE WILSON GROUP, INC. LIFE INSURANCE WELFARE BENE

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$364K
Covered lives625
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WILSON SENIOR CARE 401(K) RETIREMENT PLAN401k$11.6M4332025
002WILSON SENIOR CARE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$10.5M5462025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PLMixedSUN LIFE ASSURANCE COMPANY OF CANADA$672K6082025
507THE WILSON GROUP, INC. LIFE INSURANCE WELFARE BENEFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$364K6252025
Retirement plans
Welfare plans
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