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Sponsor portfolioTH

WILLIS LEASE FINANCE CORPORATION

EIN 68-0070656-airlines/aviation-Latest filing 2025
Plans
2
Retirement
1
$40.0M assets
Welfare
1
$1.3M premiums
Participants
379
4700 LYONS TECHNOLOGY PARKWAY - COCONUT CREEK, FL 33073561-413-0916wlfc.globalLinkedIn201-500 employeesairlines/aviation
Plans on this EIN
2 filings
#001401k-$40.0M - 194 part#501Fully Insured-$1.3M - 397 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 397 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$853K
  • Prescription drug$853K
  • Other$235K
  • Life$222K
  • Short-term disability$222K
  • Long-term disability$222K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY64%
  • HARTFORD LIFE AND ACCIDENT17%
  • DELTA DENTAL OF CALIFORNIA15%
  • VISION SERVICE PLAN3%
  • ZURICH AMERICAN INSURANCE COMPANY1%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $151K1 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

THE WILLIS 401(K) PLAN

401k

Assets$40.0M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLIS LEASE FINANCE CORPORATION

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WILLIS 401(K) PLAN401k$40.0M1942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLIS LEASE FINANCE CORPORATIONFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M3972025
Retirement plans
Welfare plans
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