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Sponsor portfolio

WHEELER CLINIC INC.

EIN 06-0867065-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$57.3M assets
Welfare
2
$157K premiums
Participants
3,720
91 NORTHWEST DRIVE - PLAINVILLE, CT 06062860-793-3500wheelerhealth.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#004403b-$57.3M - 2,049 part#501Mixed-$157K - 814 lives#502Unknown-0 lives

Benefits portfolio analytics

2 plans / $157K premiums / 814 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$111K
  • Other$111K
  • Vision$27K
  • Short-term disability$19K
Total $157K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • ANTHEM LIFE INSURANCE COMPANY70%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY17%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
Total $157K3 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • CATHLEEN A. DESROSIERS44%
  • ENROLLMENT SOLUTIONS LTD15%
  • MARCIA JEAN BIANCHI VALDEZ13%
  • GALLAGHER BENEFIT SERVICES, INC.11%
  • PHYLLIS DUNN9%
  • +2 more
Total $2K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

WHEELER CLINIC, INC. 403(B) PLAN

403b

Assets$57.3M
Participants2,049
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHEELER CLINIC INC. EMPLOYEE GROUP INSURANCE PLANS

Mixed - ANTHEM LIFE INSURANCE COMPANY

Premiums$157K
Covered lives814
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WHEELER CLINIC EMPLOYEE ASSISTANCE PROGRAM

Unknown

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004WHEELER CLINIC, INC. 403(B) PLAN403b$57.3M2,0492024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHEELER CLINIC INC. EMPLOYEE GROUP INSURANCE PLANSMixedANTHEM LIFE INSURANCE COMPANY$157K8142025
502WHEELER CLINIC EMPLOYEE ASSISTANCE PROGRAMUnknown-$002025
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