Carrier market share
Premium dollars by Schedule A carrier
100%top
- NORTHWESTERN MUTUAL100%
Sponsor portfolioTH
WHITTLESEY PC WELFARE BENEFIT PLAN
EIN 06-0903326accountingLatest filing 2025
Plans
2
Retirement
1
$45.7M assets
Welfare
1
$62K premiums
Participants
285
280 TRUMBULL STREET 24TH FLOOR - HARTFORD, CT 06103860-524-4472wadvising.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $62K premiums / 118 covered livesBundled
Broker market share
Schedule A broker compensation
36%top
- SETH JASON KALKSTEIN36%
- PAUL GLOBAL BENEFITS INC36%
- ARTHUR GERSHENBAUM15%
- PIZZUTI GROUP LLC8%
- STRIANO FNCL GRP LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WHITTLESEY PC 401(K) RETIREMENT AND SAVINGS PLAN
401k
Assets$45.7M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WHITTLESEY PC WELFARE BENEFIT PLAN
Mixed - NORTHWESTERN MUTUAL
Premiums$62K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WHITTLESEY PC 401(K) RETIREMENT AND SAVINGS PLAN | 401k | $45.7M | 167 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WHITTLESEY PC WELFARE BENEFIT PLAN | Mixed | NORTHWESTERN MUTUAL | $62K | 118 | 2025 |
Retirement plans
Welfare plans