TD Williamson, LLC, Formerly Known as T.d. Williamson, Inc.
Overview
TD Williamson, LLC, Formerly Known as T.d. Williamson, Inc. sponsors a self-funded health plan that covered 925 participants in plan year 2024. The plan year starts in October. Alongside medical, its benefits filing reports life insurance, dental, vision, prepaid legal, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 925
- Plan year
- Begins October 1 · next renewal October 2027
- Health plans filed
- TD Williamson, LLC, Formerly Known as T.d. Williamson, Inc. Welfare Benefits Plan, plan 501 (925 participants)
- Broker compensation
- $222K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Life Insurance Company of North America | Life, Long-term disability, Accidental Death and Dismemberment | 1,361 | $998K | $144K |
| Delta Dental | Dental | 793 | $612K | $22K |
| Metropolitan Life Insurance Company | Critical Illness, Accident | 679 | $250K | $37K |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 1,716 | $136K | $2K |
| National Union Fire Ins. Co. of Pittsburgh, PA | Business Travel Accident | 925 | $62K | $12K |
| MetLife Legal Plans | Legal | 178 | $46K | $5K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 925 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- TD Williamson, LLC, Formerly Known as T.d. Williamson, Inc.
- Sponsor EIN
- 73-0399110
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 73-0399110 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- TD Williamson, LLC 401(k) Thrift Plan and Trust
- Type
- 401(k) plan
- Participants
- 1,175
About this data
Source: TD Williamson, LLC, Formerly Known as T.d. Williamson, Inc.'s Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with TD Williamson, LLC, Formerly Known as T.d. Williamson, Inc..