Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILSON COMPANY
EIN 75-1215366industrial automationLatest filing 2025
Plans
3
Retirement
2
$20.0M assets
Welfare
1
$727K premiums
Participants
392
16301 ADDISON ROAD - ADDISON, TX 75001214-647-8094wilson-company.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $20.0M assets / 259 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $727K premiums / 208 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$577K
- Dental$150K
- Vision$150K
- Life$150K
- Long-term disability$150K
Carrier market share
Premium dollars by Schedule A carrier
79%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY79%
- PRINCIPAL LIFE INSURANCE COMPANY21%
Broker market share
Schedule A broker compensation
71%top
- PATRIOT GROWTH INSURANCE SERVICES71%
- ROGERS BENEFIT GROUP INC29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILSON COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$13.9M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WILSON COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.1M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILSON COMPANY EMPLOYEE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$727K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILSON COMPANY 401(K) PROFIT SHARING PLAN | 401k | $13.9M | 157 | 2025 | |
| 002 | WILSON COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.1M | 102 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILSON COMPANY EMPLOYEE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $727K | 208 | 2025 |
Retirement plans
Welfare plans