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Form 5500 · Employee benefit plan · MONTGOMERY, AL

JIM WILSON & ASSOCIATES, LLC

JIM WILSON & ASSOCIATES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8083254 · plan 501 · as of Jul 2026

Participants
100
Carriers on file
3
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY99December$0
BLUE CROSS AND BLUE SHIELD OF ALABAMAHealth, Dental94December$0
TRANSAMERICA LIFE INSURANCE COMPANY99December$0

Questions

What insurance carrier does JIM WILSON & ASSOCIATES, LLC use?

JIM WILSON & ASSOCIATES, LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does JIM WILSON & ASSOCIATES, LLC's group plan renew?

The most recent Schedule A policy period for JIM WILSON & ASSOCIATES, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from JIM WILSON & ASSOCIATES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.