Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$550K
- Life$487K
- Long-term disability$487K
- Vision$30K
Sponsor portfolio
WHEELER TRIGG O'DONNELL LLP
EIN 20-0697269law practiceLatest filing 2025
Plans
2
Retirement
1
$89.6M assets
Welfare
1
$580K premiums
Participants
564
370 17TH STREET, SUITE 4500 - DENVER, CO 80202303-244-1800wtotrial.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $580K premiums / 218 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA93%
- VISION SERVICE PLAN5%
- MINES & ASSOCIATES1%
Broker market share
Schedule A broker compensation
78%top
- USI INSURANCE SERVICES LLC78%
- JAMES R NELLIGAN & ASSOCIATES LLC21%
- M FINANCIAL HOLDINGS INC1%
- FINANCIAL DESIGNS INC1%
- THOMAS CHRISTOPHER SMITH0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WHEELER TRIGG O'DONNELL LLP 401(K) PROFIT-SHARING PLAN
401k
Assets$89.6M
Participants340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WHEELER TRIGG O'DONNELL LLP EMPLOYEE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$580K
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHEELER TRIGG O'DONNELL LLP 401(K) PROFIT-SHARING PLAN | 401k | $89.6M | 340 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WHEELER TRIGG O'DONNELL LLP EMPLOYEE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $580K | 218 | 2025 |
Retirement plans
Welfare plans