Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$52K
- Other$45K
- Short-term disability$40K
- Life$35K
- Long-term disability$13K
- Vision$10K
Sponsor portfolio
WILLIS CUSTOM YACHTS LLC
EIN 86-2030031mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
1
$1.2M assets
Welfare
1
$160K premiums
Participants
297
6800 SW JACK JAMES DR - STUART, FL 349976200772-221-9100williscustomyachts.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $160K premiums / 144 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
96%top
- WHIPPLE & COMPANY96%
- GCG FINANCIAL LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLIS CUSTOM YACHTS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.2M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILLIS CUSTOM YACHTS WELFARE BENEFITS PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$160K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIS CUSTOM YACHTS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.2M | 149 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLIS CUSTOM YACHTS WELFARE BENEFITS PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $160K | 144 | 2025 |
Retirement plans
Welfare plans