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Sponsor portfolioWelfare / HealthEIN 65-1023153

WILLIAM WALLACE ENTERPRISES, INC D/B/A WALLACE LINCOLN

d/b/a D/B/A WALLACE LINCOLN
3801 SE FEDERAL HIGHWAY · STUART, FL 349974944
7722836000
Plans filed
1
Years active
2016–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$266K
No prior year
Persons covered
285
No prior year
Total participants
273
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #507$266K
WILLIAM WALLACE ENTERPRISES, INC. D/B/A WALLACE LINCOLN EMPLOYEE BENEFIT PLAN
Mixed285 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$132K49.8%
Life$89K33.7%
Vision$28K10.6%
Dental$16K5.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTD
$222K83.5%12174
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DV
$44K16.5%12285

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAUNITED OF OMAHA LIFE INSURANCE COMPANY$33K$13K$46K69.4%1
CENTRO BENEFITS RESEARCH LLCBEACHWOOD, OHSUN LIFE ASSURANCECOMPANY OF CANADA, UNITED OF OMAHA LIFE INSURANCE COMPANY$0$17K$17K25.3%1
ENROLLEASEATLANTA, GASUN LIFE ASSURANCECOMPANY OF CANADA, SUN LIFE ASSURANCE COMPANY OF CANADA$4K$0$4K5.3%1

History & trajectory

10 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
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