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
Filings through .
Willson, Jones, Carter & Baxley, P.A.
EIN 75-3048189legal servicesLatest filing 2025
Plans
2
Retirement
1
$30.1M assets
Health & Benefits
1
$240K premiums
Participants
422
325 ROCKY SLOPE ROAD, SUITE 201 - GREENVILLE, SC 29607864-527-3279wjcblaw.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $240K premiums / 178 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WILLSON, JONES, CARTER & BAXLEY, P.A. 401(K) PLAN
401(k)
Assets$30.1M
Participants242
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
WILLSON JONES CARTER & BAXLEY, P. A. WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$240K
Covered lives178
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WILLSON, JONES, CARTER & BAXLEY, P.A. 401(K) PLAN | 401(k) | $30.1M | 242 | 2025 |
- #001 · 401(k) · 2025242
Health & Benefits plans
1 plan on this EIN
| 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 |
- #502 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025178
Retirement plans
Health & Benefits plans