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  2. WELDON, WILLIAMS & LICK, INC.
Sponsor portfolio

WELDON, WILLIAMS & LICK, INC.

EIN 71-0188290-printing-Latest filing 2024
Plans
4
Retirement
1
$27.2M assets
Welfare
3
$354K premiums
Participants
553
711 NORTH A STREET - FORT SMITH, AR 729012121479-784-2109wwlinc.comLinkedIn51-200 employeesprinting
Plans on this EIN
4 filings
#002401k-$27.2M - 171 part#501Mixed-$354K - 129 lives#502Self Funded-0 lives#503Unknown-0 lives

Benefits portfolio analytics

3 plans / $354K premiums / 129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$214K
  • Life$105K
  • Other$105K
  • Vision$44K
  • Long-term disability$35K
Total $354K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • EVOLUTION RISK PARTNERS, LLC61%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY27%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $354K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $33K1 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

WELDON, WILLIAMS & LICK, INC. 401(K) PLAN

401k

Assets$27.2M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELDON WILLIAMS & LICK INC. HEALTH AND WELFARE PLAN.

Mixed - EVOLUTION RISK PARTNERS-EVERESR RE

Premiums$354K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WELDON WILLIAMS & LICK INC SHORT TERM DISABILITY PLAN.

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WELDON WILLIAMS & LICK INC. VACATION PLAN.

Unknown

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WELDON, WILLIAMS & LICK, INC. 401(K) PLAN401k$27.2M1712024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELDON WILLIAMS & LICK INC. HEALTH AND WELFARE PLAN.MixedEVOLUTION RISK PARTNERS-EVERESR RE$354K1292024
502WELDON WILLIAMS & LICK INC SHORT TERM DISABILITY PLAN.Self Funded-$002024
503WELDON WILLIAMS & LICK INC. VACATION PLAN.Unknown-$002024
Retirement plans
Welfare plans
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