PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. THE WILLIAMS COMPANIES, INC.
Sponsor portfolioTH

THE WILLIAMS COMPANIES, INC.

EIN 73-0569878-Management of Companies and Enterprises-Latest filing 2024
Plans
8
Retirement
2
$3.34B assets
Welfare
6
$9.2M premiums
Participants
46,706
P. O. BOX 2400, MD 42 - TULSA, OK 74102800-945-5426
Plans on this EIN
8 filings
#008ESOP-$1.98B - 7,451 part#001CashBalance-$1.36B - 10,822 part#501Fully Insured-$5.1M - 7,357 lives#502Fully Insured-$1.7M - 5,727 lives#539Mixed-$1.5M - 4,026 lives#503Mixed-$986K - 4,883 lives#505Self Funded-0 lives#506Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $3.34B assets / 18,273 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • INVESTMENT PLUS PLAN (#008)59%
  • WILLIAMS PENSION (#001)41%
Total $3.34BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • FIDELITY INVESTMENTS INSTITUTIONAL59%
  • (Not disclosed)41%
Total $3.34BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WILLIAMS PENSION (#001)10,822
  • INVESTMENT PLUS PLAN (#008)7,451
Total 18,273Click row to drill in

Benefits portfolio analytics

6 plans / $9.2M premiums / 21,993 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5.9M
  • Long-term disability$1.7M
  • Vision$986K
  • Other$640K
Total $9.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • SECURIAN LIFE INSURANCE COMPANY64%
  • AFLAC18%
  • EYEMED VISION CARE11%
  • ZURICH AMERICAN INSURANCE COMPANY6%
  • ARAG INSURANCE COMPANY1%
  • +2 more
Total $9.2M7 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • WILLIS TOWERS WATSON US LLC89%
  • EMPYREAN INSURANCE SERVICES, INC.7%
  • WISTED, DANIEL, J4%
  • DANIEL J WISTED0%
  • DONALD QUINT0%
Total $195K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

THE WILLIAMS INVESTMENT PLUS PLAN

ESOP

Assets$1.98B
Participants7,451
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WILLIAMS PENSION PLAN

CashBalance

Assets$1.36B
Participants10,822
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WILLIAMS COMPANIES, INC. GROUP INSURANCE PLAN

Fully Insured - MINNESOTA LIFE INSURANCE COMPANY- SUPPLEMENTAL

Premiums$5.1M
Covered lives7,357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE WILLIAMS COMPANIES, INC. LONG-TERM DISABILITY PLAN

Fully Insured - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$1.7M
Covered lives5,727
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#539

THE WILLIAMS COMPANIES, INC. RETIREE MEDICAL PLAN

Mixed - MINNESOTA LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives4,026
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE WILLIAMS COMPANIES, INC. GROUP MEDICAL-HEALTH PLUS PLAN FOR FULL-TIME EMPLOYEES

Mixed - EYEMED

Premiums$986K
Covered lives4,883
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

THE WILLIAMS COMPANIES, INC. SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

WILLIAMS FLEXIBLE BENEFITS PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
008THE WILLIAMS INVESTMENT PLUS PLANESOP$1.98B7,4512024
001WILLIAMS PENSION PLANCashBalance$1.36B10,8222024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WILLIAMS COMPANIES, INC. GROUP INSURANCE PLANFully InsuredMINNESOTA LIFE INSURANCE COMPANY- SUPPLEMENTAL$5.1M7,3572024
502THE WILLIAMS COMPANIES, INC. LONG-TERM DISABILITY PLANFully InsuredCONTINENTAL AMERICAN INSURANCE COMPANY$1.7M5,7272024
539THE WILLIAMS COMPANIES, INC. RETIREE MEDICAL PLANMixedMINNESOTA LIFE INSURANCE COMPANY$1.5M4,0262024
503THE WILLIAMS COMPANIES, INC. GROUP MEDICAL-HEALTH PLUS PLAN FOR FULL-TIME EMPLOYEESMixedEYEMED$986K4,8832024
505THE WILLIAMS COMPANIES, INC. SEVERANCE PAY PLANSelf Funded-$002024
506WILLIAMS FLEXIBLE BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica