Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$778K
- Vision$50K
- Short-term disability$32K
- Other$32K
- Dental$18K
Sponsor portfolio
CAROLINA WHOLESALE GROUP, INC.
EIN 20-1365612Latest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$828K premiums
Participants
329
1616 S. LAKESIDE DR. - WAUKEGAN, IL 60085847-689-2754
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $828K premiums / 115 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- AFLAC4%
- SPDO2%
Broker market share
Schedule A broker compensation
36%top
- DIGITAL INSURANCE LLC36%
- TINA BLUE33%
- JANE W FAUST4%
- KAREN S WELLS ZELINSKE4%
- KANDACE M MCCARTHY3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAROLINA WHOLESALE GROUP 401(K) PLAN
401k
Assets$22.0M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
CAROLINA WHOLESALE GROUP SECTION 125 WRAP PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$828K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAROLINA WHOLESALE GROUP 401(K) PLAN | 401k | $22.0M | 232 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | CAROLINA WHOLESALE GROUP SECTION 125 WRAP PLAN | Mixed | AETNA LIFE INSURANCE CO. | $828K | 115 | 2025 |
Retirement plans
Welfare plans