Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Life$9K
- Other$9K
Sponsor portfolio
WILLIS CONSTRUCTION COMPANY, INC.
EIN 94-2554397constructionLatest filing 2025
Plans
2
Retirement
1
$60.1M assets
Welfare
1
$1.7M premiums
Participants
248
2261 SAN JUAN HIGHWAY - SAN JUAN BAUTISTA, CA 950459565831-623-2900willisconstruction.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 235 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- UNITEDHEALTHCARE INSURANCE COMPANY99%
- SUN LIFE ASSURANCE COMPANY OF CANADA1%
Broker market share
Schedule A broker compensation
78%top
- PATRIOT GROWTH INSURANCE SERVICES78%
- ROGERS BENEFIT GROUP INC22%
- NFP INSURANCE SERVICES INC0%
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 CONSTRUCTION COMPANY, INC. COMBINED EMPLOYEE STOCK OWNERSHIP AND TAX SHELTERED SAVINGS PLAN
ESOP
Assets$60.1M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILLIS CONSTRUCTION COMPANY INC. HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.7M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIS CONSTRUCTION COMPANY, INC. COMBINED EMPLOYEE STOCK OWNERSHIP AND TAX SHELTERED SAVINGS PLAN | ESOP | $60.1M | 141 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLIS CONSTRUCTION COMPANY INC. HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.7M | 235 | 2024 |
Retirement plans
Welfare plans