Plan Ledger DOL Form 5500 · updated monthly

Jim Wilson & Associates, LLCbenefits

Jim Wilson & Associates, LLC Welfare Plan · MONTGOMERY, AL · plan year 2025

Broker compensation reported · 2025
None reported

Jim Wilson & Associates, LLC's benefits plans covered 94 active participants in 2025, providing health · life · dental · long-term disability. Insurance premiums totaled $1,147,690.

Insurance contracts · 20253
BLUE CROSS AND BLUE SHIELD OF ALABAMA · health drug dental ppo$1.1M · 94 covered
PRINCIPAL LIFE INSURANCE COMPANYpremiums n/a · 99 covered
TRANSAMERICA LIFE INSURANCE COMPANYpremiums n/a · 99 covered

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 208083254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.