PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. L R WILLSON AND SONS INC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 52-0955711

L R WILLSON AND SONS INC

P.O. BOX 227 · GAMBRILLS, MD 21054
4109875414
Plans filed
2
Years active
2016–2026
Industry
NAICS 23
Latest filing
2026
Total premiums (latest)
$967K
No prior year
Persons covered
149
No prior year
Total participants
149
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$967K
L R WILLSON AND SONS BENEFIT PLAN
Fully insured149 covered·3 carriers
Primary: CAREFIRST OF MARYLAND, INC.
Plan #502$99K
L R WILLSON AND SONS BENEFIT PLAN
Fully insured131 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$862K46.7%
Prescription drug$862K46.7%
Short-term disability$47K2.6%
Dental$42K2.3%
Life$16K0.8%
Other$16K0.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 521385894
HRx
$862K89.1%11115
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDOth
$63K6.5%12149
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$42K4.4%11119

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HILB GROUP OF NEW ENGLANDLEESBURG, VACAREFIRST OF MARYLAND, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$50K$50K63.9%1
MATHER & STROHL ADMIN SVC INCDALLAS, TXCAREFIRST OF MARYLAND, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITED CONCORDIA INSURANCE COMPANY$11K$17K$28K36.1%1

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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica