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JIM WILSON & ASSOCIATES, LLC
Sponsor portfolio
Welfare / Health
EIN
208083254
JIM WILSON & ASSOCIATES, LLC
2660 EASTCHASE LANE, SUITE 100 · MONTGOMERY, AL 36117
3342602520
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
i
$1.1M
No prior year
Persons covered
i
94
No prior year
Total participants
i
94
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #501
$1.1M
JIM WILSON & ASSOCIATES, LLC WELFARE PLAN
Mixed
94 covered
·
1 carrier
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Health
$1.1M
25.0%
Dental
$1.1M
25.0%
Prescription drug
$1.1M
25.0%
Other
$1.1M
25.0%
Carrier overview
1 carrier · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
BLUE CROSS OF CALIFORNIA
EIN 630103830
H
Rx
D
Oth
$1.1M
100.0%
1
1
94
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan
Plan #501
JIM WILSON & ASSOCIATES, LLC WELFARE PLAN
94 covered · 1 contract
$1.1M
Company contact details
Filing signers, plan administrators, auditors, actuaries
2 contacts
Provider details
Schedule C providers, welfare brokers and carriers
1 provider
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
21 documents - 2 plans - 11 years