Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$111K
- Other$111K
- Vision$27K
- Short-term disability$19K
Filings through .
Wheeler Clinic, Inc.
EIN 06-0867065hospital & health careLatest filing 2025
Plans
3
Retirement
1
$61.8M assets
Health & Benefits
2
$157K premiums
Participants
3,537
ONE HOPE STREET - BRISTOL, CT 060106374860-793-7247wheelerhealth.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $157K premiums / 814 covered lives
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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#004
WHEELER CLINIC,INC. 403(B)PLAN
403(b)
Assets$61.8M
Participants1,866
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WHEELER CLINIC INC. EMPLOYEE GROUP INSURANCE PLANS
Mixed - ANTHEM LIFE INSURANCE COMPANY
Premiums$157K
Covered lives814
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
WHEELER CLINIC EMPLOYEE ASSISTANCE PROGRAM
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | WHEELER CLINIC,INC. 403(B)PLAN | 403(b) | $61.8M | 1,866 | 2025 |
- #004 · 403(b) · 20251,866
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WHEELER CLINIC INC. EMPLOYEE GROUP INSURANCE PLANS | Mixed | ANTHEM LIFE INSURANCE COMPANY | $157K | 814 | 2025 |
| #502 | WHEELER CLINIC EMPLOYEE ASSISTANCE PROGRAM | Unknown | - | $0 | 0 | 2025 |
- #501 · Mixed · ANTHEM LIFE INSURANCE COMPANY · 2025814
- #502 · Unknown · 20250
Retirement plans
Health & Benefits plans