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Sponsor portfolioWelfare / HealthEIN 73-0399110

TD WILLIAMSON, LLC, FORMERLY KNOWN AS T.D. WILLIAMSON, INC.

6120 S. YALE · TULSA, OK 741364235
9184475012
Plans filed
1
Years active
2016–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
1,716
No prior year
Total participants
932
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.1M
TD WILLIAMSON, LLC, FORMERLY KNOWN AS T.D. WILLIAMSON, INC. WELFARE BENEFITS PLAN
Mixed1,716 covered·6 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$680K32.3%
Dental$612K29.1%
Other$473K22.5%
Long-term disability$202K9.6%
Vision$136K6.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$998K47.4%131,361
DELTA DENTAL OF CALIFORNIA
EIN 237322578
D
$612K29.1%11793
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
Oth
$295K14.0%13679
EYEMED VISION CARE
EIN 430949844
V
$136K6.5%111,716
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$62K3.0%12925

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA, NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA, METROPOLITAN LIFE INSURANCE COMPANY, DELTA DENTAL, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$175K$17K$191K86.2%1
SHAWN NORTONSOUDERTON, PAMETROPOLITAN LIFE INSURANCE COMPANY$18K$0$18K8.1%1
CUSTOM BENEFIT PROGRAMS INCSOMERSET, NJMETROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS$13K$72$13K5.7%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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