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  2. WEX INC.
Sponsor portfolioTH

WEX INC.

EIN 01-0526993-computer software-Latest filing 2024
Plans
3
Retirement
1
$521.7M assets
Welfare
2
$3.5M premiums
Participants
17,373
1 HANCOCK ST - PORTLAND, ME 04101207-773-8171wexinc.comLinkedIn5001-10000 employeescomputer software
Plans on this EIN
3 filings
#001401k-$521.7M - 5,901 part#501Mixed-$3.5M - 4,985 lives#515Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.5M premiums / 4,985 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.7M
  • Life$2.0M
  • Long-term disability$2.0M
  • Vision$619K
  • Health$173K
  • Prescription drug$173K
Total $3.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA58%
  • RELIASTAR LIFE INSURANCE COMPANY19%
  • VISION SERVICE PLAN18%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY0%
Total $3.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • WILLIS TOWERS WATSON US LLC67%
  • BENE RE LLC30%
  • REUBEN WARNER ASSOCIATES, INC.2%
  • IMG1%
Total $177K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WEX INC. EMPLOYEE SAVINGS PLAN

401k

Assets$521.7M
Participants5,901
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEX INC. WELFARE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$3.5M
Covered lives4,985
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

WEX INC. SEVERANCE PAY PLAN FOR NON-OFFICERS

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEX INC. EMPLOYEE SAVINGS PLAN401k$521.7M5,9012024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEX INC. WELFARE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$3.5M4,9852024
515WEX INC. SEVERANCE PAY PLAN FOR NON-OFFICERSSelf Funded-$002024
Retirement plans
Welfare plans
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