The names on this page are hidden. Create a free account to reveal 5 records a month, or get Independent Sponsor Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.
G•••• B•• I•••••••• C•••••• I•••
What matters now
- "retirement"and 1 more phrase
Succession language on website (inference): "…advisors innovate new products and solutions tailored to clients’ needs across insurance, employee benefits, retirement plans, and wealth management services."
It is benefits language (a retirement plan), not ownership. It does not say the company is for sale.
Inferencecompany website, worldinsurance.com/about, read 13 Sep 2026For Independent sponsors, search fundsOpen the page → - $0.5M to $1.8Mprobable EBITDA
Probable EBITDA $0.5M to $1.8M on revenue of $3M to $6M, estimated from 20 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 69dealability of 100
Why it fits: operating tenure +20, 54 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +10, $273,136 retirement assets per participant suggests a long-tenured workforce.
The largest contributions to its dealability score, each with the fact it rests on.
DerivedDFX score, 24 Sep 2026 - 96data confidence of 100
How sure the record is: 4 independent sources; latest effective observation 13 Sep 2026; size estimate at 55% confidence.
How much of this page rests on independent sources rather than on our estimates.
Measuredcount of sources and dates on the record
••• Locked
- +23.7S•••••••••Estimate••• Locked
- +20O•••••••••Fact••• Locked
- +10W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $3.0M to $6.0M Estimate
- Probable EBITDA
- $450,000 to $1.8M Estimate
- Workforce proxy
- 24 plan participants
- Estimate computed on
- 20 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +40S•••••••••Fact4 independent sources
- +29.6F••••••••Factlatest effective observation 2026-09-13
- +16.5S•••••••••Estimate••• Locked
- Jul 1, 2025closedConfirmed transactionFactAdd-on acquisitionconfidence 90%Add on by W•••• I•••••••• A••••••••• L••DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com · last verified Sep 13, 2026
- Oct 21, 2025Add onconfidence 90%
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
- Every dated event
- Sep 13, 2026Succession language on websiteFactSuccession••• LockedCompany websites (about, team, news pages) worldinsurance.com
- Sep 13, 2026Succession language on websiteFactSuccession••• LockedCompany websites (about, team, news pages) worldinsurance.com
- A••••• P••••
- R••• E••••••
- J••• N•••••
- R•••• F•••••••
- E••••• W••••••
- T••• S••••••
- Founded
- benefit plan since Oct 1, 1972 (age floor 53 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 20 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ebitda band | $1.1M | Estimate | 2026-09-13 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | G•••• Bay, WI | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Leadership title | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Leadership title | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Leadership title | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Leadership title | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Leadership title | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Leadership title | ••• Locked | Fact | 2025-07-01 | Company websites (about, team, news pages) | ••• Locked |
| Naics code | 524210 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics conflict | ••• Locked | Inference | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $5.5M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $4.7M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $3.9M | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 1972-10-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 24 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 24 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 23 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Insurance agencies brokerage | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Succession language | retirement | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Succession language | executive chairman | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Website | ••• Locked | Fact | 2025-10-21 | DFX analyst research (General-assisted, every claim URL-cited) | ••• Locked |
| Years in business claim | 30 | Fact | Company websites (about, team, news pages) | ••• Locked |