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Sponsor portfolio

WATKINS, WARD AND STAFFORD, PLLC

EIN 64-0394922-Latest filing 2025
Plans
2
Retirement
1
$25.0M assets
Welfare
1
$1.2M premiums
Participants
421
561 COMMERCE STREET - P.O. BOX 1216 - WEST POINT, MS 39773662-494-5732LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$25.0M - 160 part#501Fully Insured-$1.2M - 261 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$118K
  • Vision$118K
  • Life$83K
  • Other$83K
  • Short-term disability$35K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • AFLAC3%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • KYLE CHANDLER IV40%
  • GALLOWAY-CHANDLER-MCKINNEY INS23%
  • JAMES R NELLIGAN & ASSOCIATES LLC19%
  • JOAN G OUTLAW11%
  • JOHN R BRASEL2%
  • +3 more
Total $36K8 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

WATKINS, WARD & STAFFORD, PLLC 401(K) SALARY SAVINGS PLAN

401k

Assets$25.0M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WATKINS, WARD AND STAFFORD, PLLC EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MS, INC.

Premiums$1.2M
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WATKINS, WARD & STAFFORD, PLLC 401(K) SALARY SAVINGS PLAN401k$25.0M1602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WATKINS, WARD AND STAFFORD, PLLC EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MS, INC.$1.2M2612025
Retirement plans
Welfare plans
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