Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$778K
- Vision$50K
- Short-term disability$32K
- Other$32K
- Dental$18K
Filings through .
Carolina Wholesale Group, Inc.
EIN 20-1365612Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$19.8M assets
Health & Benefits
1
$828K premiums
Participants
280
1616 LAKESIDE DRIVE - WAUKEGAN, IL 60085800-323-4147
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $828K premiums / 115 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CAROLINA WHOLESALE GROUP 401(K) PLAN
401(k)
Assets$19.8M
Participants183
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
CAROLINA WHOLESALE GROUP SECTION 125 WRAP PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$828K
Covered lives115
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CAROLINA WHOLESALE GROUP 401(K) PLAN | 401(k) | $19.8M | 183 | 2025 |
- #001 · 401(k) · 2025183
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | CAROLINA WHOLESALE GROUP SECTION 125 WRAP PLAN | Mixed | AETNA LIFE INSURANCE CO. | $828K | 115 | 2025 |
- #510 · Mixed · AETNA LIFE INSURANCE CO. · 2025115
Retirement plans
Health & Benefits plans