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Sponsor portfolio

WILEY MANAGEMENT, INC.

EIN 02-0437733-Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$942K premiums
Participants
595
2121 DOVER ROAD - EPSOM, NH 03234603-736-4854
Plans on this EIN
2 filings
#001401k-$2.9M - 471 part#501Fully Insured-$942K - 157 lives

Benefits portfolio analytics

1 plan / $942K premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$803K
  • Dental$96K
  • Life$43K
  • Short-term disability$43K
  • Other$43K
Total $942K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • MATTHEW THORNTON HEALTH PLAN, INC.65%
  • ANTHEM LIFE INSURANCE COMPANY20%
  • DELTA DENTAL OF CALIFORNIA10%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
Total $942K4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • CROSS INSURANCE93%
  • COMBINED SERVICES LLC7%
Total $41K2 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

WILEY MANAGEMENT, INC. 401(K) PLAN

401k

Assets$2.9M
Participants471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILEY MANAGEMENT WELFARE BENEFIT PLAN

Fully Insured - MATTHEW THORNTON HEALTH PLAN, INC.

Premiums$942K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILEY MANAGEMENT, INC. 401(K) PLAN401k$2.9M4712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILEY MANAGEMENT WELFARE BENEFIT PLANFully InsuredMATTHEW THORNTON HEALTH PLAN, INC.$942K1572025
Retirement plans
Welfare plans
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