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Filings through Oct 24, 2026.

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The Wheeler School

EIN 05-0259101-education management-Latest filing 2025
Plans
2
Retirement
1
$78.3M assets
Health & Benefits
1
$134K premiums
Participants
598
216 HOPE STREET - PROVIDENCE, RI 029062214401-421-8100wheelerschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403(b)-$78.3M - 429 part#501Mixed-$134K - 286 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $134K premiums / 286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$116K
  • Vision$18K
Total $134K2 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THE WHEELER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$78.3M
Participants429
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE WHEELER SCHOOL HEALTH AND WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$134K
Covered lives286
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE WHEELER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$78.3M4292025
  • THE WHEELER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN$78.3M
    #001 · 403(b) · 2025429

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE WHEELER SCHOOL HEALTH AND WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF RHODE ISLAND$134K2862025
  • THE WHEELER SCHOOL HEALTH AND WELFARE BENEFIT PLAN$134K
    #501 · Mixed · BLUE CROSS BLUE SHIELD OF RHODE ISLAND · 2025286
Retirement plans
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