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Original filing (PDF)20231005093009NAL0013323939009
WILSON AND COMPANY, INC. ENGINEERS AND ARCHITECTS
Form 5500
FILING_RECEIVED
LONG TERM DISABILITY AND LIFE INSURANCE PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILSON AND COMPANY, INC. ENGINEERS AND ARCHITECTS.
Plan sponsor
Name
WILSON AND COMPANY, INC. ENGINEERS AND ARCHITECTS
EIN
48-1176300
Address
4401 MASTHEAD STREET NE, SUITE 150 · ALBUQUERQUE, NM · 87109
Phone
(505) 348-4000
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-05
Welfare benefit codes
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERNORTH CARE SOLUTIONS, INC. | 86-1465626 | — | ADMINISTRATOR | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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