Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$327K
- Dental$327K
- Prescription drug$327K
- Stop-loss$327K
- Other$3K
- Life$3K
Sponsor portfolio
LOUIS A. WILLIAMS & ASSOCIATES
EIN 75-1469549individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$447K assets
Welfare
1
$339K premiums
Participants
94
P O DRAWER 1309 - MARSHALL, TX 75671903-938-5191LinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $339K premiums / 39 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- SUN LIFE ASSURANCE COMPANY OF CANADA97%
- MULTI PLAN2%
- MEDICAL HELPLINE1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
93%top
- IMA, INC.93%
- CROSS POINTE INSURANCE ADVISORS LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LOUIS A. WILLIAMS & ASSOCIATES 401(K) PLAN
401k
Assets$447K
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST
Fully Insured - SUNLIFE
Premiums$339K
Covered lives39
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOUIS A. WILLIAMS & ASSOCIATES 401(K) PLAN | 401k | $447K | 55 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST | Fully Insured | SUNLIFE | $339K | 39 | 2025 |
Retirement plans
Welfare plans