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  2. WILSON ELECTRIC SERVICES CORP
Sponsor portfolio

WILSON ELECTRIC SERVICES CORP

EIN 75-3091289-construction-Latest filing 2025
Plans
3
Retirement
2
$283.6M assets
Welfare
1
$880K premiums
Participants
2,777
600 EAST GILBERT DRIVE - TEMPE, AZ 85281602-513-9009wilsonelectric.netLinkedIn501-1000 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$261.8M - 1,044 part#001401k-$21.8M - 956 part#501Mixed-$880K - 1,000 lives

Retirement portfolio analytics

2 plans aggregated / $283.6M assets / 2,000 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • EMPLOYEE STOCK OWNERSHIP (#002)92%
  • WILSON ELECTRIC 401(K) (#001)8%
Total $283.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • (Not disclosed)92%
  • JOHN HANCOCK LIFE INSURANCE COMPANY8%
Total $283.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)1,044
  • WILSON ELECTRIC 401(K) (#001)956
Total 2,000Click row to drill in

Benefits portfolio analytics

1 plan / $880K premiums / 1,000 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$880K
  • Vision$880K
  • Life$880K
  • Short-term disability$880K
  • Long-term disability$880K
  • Other$880K
Total $880K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $880K1 slice

Plan deep-dives

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

WILSON ELECTRIC SERVICES CORP. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$261.8M
Participants1,044
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WILSON ELECTRIC 401(K) PLAN

401k

Assets$21.8M
Participants956
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILSON ELECTRIC SERVICES CORPORATION EMPLOYEE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$880K
Covered lives1,000
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WILSON ELECTRIC SERVICES CORP. EMPLOYEE STOCK OWNERSHIP PLANESOP$261.8M1,0442024
001WILSON ELECTRIC 401(K) PLAN401k$21.8M9562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILSON ELECTRIC SERVICES CORPORATION EMPLOYEE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$880K1,0002025
Retirement plans
Welfare plans
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