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Sponsor portfolioTH

WYLIE & SON INC.

EIN 75-1036051-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$315K premiums
Participants
442
702 E 40TH ST - LUBBOCK, TX 794043006806-763-1075
Plans on this EIN
2 filings
#002401k-$9.8M - 239 part#502Mixed-$315K - 343 lives

Benefits portfolio analytics

1 plan / $315K premiums / 343 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$247K
  • Other$195K
  • Life$178K
  • Vision$84K
  • Short-term disability$35K
Total $315K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • AFLAC52%
  • AMERITAS LIFE INSURANCE CORP.27%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
Total $315K5 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • VARIOUS - SEE ATTACHED83%
  • HOTCHKISS INSURANCE AGENCY, LLC15%
  • GALLAGHER BENEFIT SERVICES, INC.2%
Total $40K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WYLIE MANUFACTURING PS & 401(K) PLAN

401k

Assets$9.8M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WYLIE & SON INC. EMPLOYEE BENEFIT PLAN

Mixed - AFLAC

Premiums$315K
Covered lives343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WYLIE MANUFACTURING PS & 401(K) PLAN401k$9.8M2392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WYLIE & SON INC. EMPLOYEE BENEFIT PLANMixedAFLAC$315K3432025
Retirement plans
Welfare plans
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