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Sponsor portfolio

WADHAMS ENTERPRISES INC

EIN 16-1397441-package/freight delivery-Latest filing 2025
Plans
2
Retirement
1
$36.5M assets
Welfare
1
$829K premiums
Participants
1,574
369 BOSTWICK RD - PHELPS, NY 145329309315-789-8871wadhams.comLinkedIn501-1000 employeespackage/freight delivery
Plans on this EIN
2 filings
#001401k-$36.5M - 858 part#501Mixed-$829K - 908 lives

Benefits portfolio analytics

1 plan / $829K premiums / 908 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$490K
  • Dental$300K
  • Life$300K
  • Other$300K
  • Vision$39K
Total $829K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • BLUE CROSS OF CALIFORNIA59%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA36%
  • AMERITAS LIFE INSURANCE CORP.5%
Total $829K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WADHAMS ENTERPRISES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN

401k

Assets$36.5M
Participants858
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WADHAMS ENTERPRISES INC COMPREHENSIVE MEDICAL BENEFITS PLAN

Mixed - EXCELLUS BLUECROSS BLUESHIELD

Premiums$829K
Covered lives908
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WADHAMS ENTERPRISES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN401k$36.5M8582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WADHAMS ENTERPRISES INC COMPREHENSIVE MEDICAL BENEFITS PLANMixedEXCELLUS BLUECROSS BLUESHIELD$829K9082025
Retirement plans
Welfare plans
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