Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$116K
- Vision$18K
Sponsor portfolioTH
THE WHEELER SCHOOL
EIN 05-0259101education managementLatest filing 2025
Plans
2
Retirement
1
$70.3M assets
Welfare
1
$134K premiums
Participants
594
216 HOPE STREET - PROVIDENCE, RI 02906401-421-8100wheelerschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $134K premiums / 286 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- BLUE CROSS OF CALIFORNIA100%
Broker market share
Schedule A broker compensation
73%top
- DIGITAL INSURANCE LLC73%
- ASSUREDPARTNERS27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE WHEELER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$70.3M
Participants425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WHEELER SCHOOL HEALTH AND WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF RHODE ISLAND
Premiums$134K
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WHEELER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $70.3M | 425 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WHEELER SCHOOL HEALTH AND WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF RHODE ISLAND | $134K | 286 | 2025 |
Retirement plans
Welfare plans