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Sponsor portfolio

WALLACE DESIGN COLLECTIVE, PC

EIN 73-1322436-design-Latest filing 2025
Plans
2
Retirement
1
$30.4M assets
Welfare
1
$553K premiums
Participants
520
123 N. MARTIN LUTHER KING JR. BLVD. - TULSA, OK 74103918-584-5858wallace.designLinkedIn201-500 employeesdesign
Plans on this EIN
2 filings
#001401k-$30.4M - 317 part#501Mixed-$553K - 477 lives

Benefits portfolio analytics

1 plan / $553K premiums / 477 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$512K
  • Dental$496K
  • Life$496K
  • Short-term disability$496K
  • Long-term disability$496K
  • Vision$41K
Total $553K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • METROPOLITAN LIFE INSURANCE COMPANY93%
  • VISION SERVICE PLAN7%
Total $553K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $44K1 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

WALLACE DESIGN COLLECTIVE, PC 401(K) RETIREMENT PLAN

401k

Assets$30.4M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALLACE DESIGN COLLECTIVE, PC HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$553K
Covered lives477
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALLACE DESIGN COLLECTIVE, PC 401(K) RETIREMENT PLAN401k$30.4M3172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALLACE DESIGN COLLECTIVE, PC HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$553K4772025
Retirement plans
Welfare plans
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