Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$240K
- Vision$240K
- Short-term disability$240K
- Long-term disability$240K
- Other$240K
Sponsor portfolio
WILLSON JONES CARTER & BAXLEY, P.A.
EIN 75-3048189legal servicesLatest filing 2025
Plans
2
Retirement
1
$24.4M assets
Welfare
1
$240K premiums
Participants
405
325 SLOPE ROAD, SUITE 201 - GREENVILLE, SC 29607864-527-3280wjcblaw.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $240K premiums / 178 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- AP BENEFIT ADVISORS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLSON, JONES, CARTER & BAXLEY, P.A. 401(K) PLAN
401k
Assets$24.4M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WILLSON JONES CARTER & BAXLEY, P. A. WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$240K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLSON, JONES, CARTER & BAXLEY, P.A. 401(K) PLAN | 401k | $24.4M | 225 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WILLSON JONES CARTER & BAXLEY, P. A. WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $240K | 178 | 2025 |
Retirement plans
Welfare plans