Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$380K
- Short-term disability$380K
- Long-term disability$380K
- Other$380K
- Vision$44K
Sponsor portfolio
WAKEFIELD AND ASSOCIATES, INC.
EIN 84-1023982Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$14.1M assets
Welfare
1
$424K premiums
Participants
1,064
7005 MIDDLEBROOK PIKE - KNOXVILLE, TN 37909970-370-6507
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $424K premiums / 494 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY90%
- VISION SERVICE PLAN10%
Broker market share
Schedule A broker compensation
96%top
- GALLAGHER BENEFIT SERVICES, INC.96%
- THE BLUE ORANGE SOLUTIONS, LLC4%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WAKEFIELD AND ASSOCIATES, LLC TAX FAVORED SAVINGS PLAN
401k
Assets$14.1M
Participants570
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WAKEFIELD & ASSOCIATES, LLC EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$424K
Covered lives494
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WAKEFIELD AND ASSOCIATES, LLC TAX FAVORED SAVINGS PLAN | 401k | $14.1M | 570 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WAKEFIELD & ASSOCIATES, LLC EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $424K | 494 | 2024 |
Retirement plans
Welfare plans