Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$927K
- Prescription drug$927K
- Other$132K
- Life$74K
- Short-term disability$74K
- Long-term disability$74K
- +1 more
Sponsor portfolio
THE WISE COMPANY, LLC
EIN 20-3222618consumer goodsLatest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$1.1M premiums
Participants
484
670 INDUSTRIAL ROAD - SAVANNAH, TN 38372731-925-7300wiseseats.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 227 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- UNITEDHEALTHCARE INSURANCE COMPANY84%
- RELIANCE STANDARD LIFE INSURANCE COMPANY7%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- DELTA DENTAL OF CALIFORNIA4%
- AMERITAS LIFE INSURANCE CORP.0%
Broker market share
Schedule A broker compensation
60%top
- ALLIANT INSURANCE SERVICES, INC.60%
- BRANDON PENKO27%
- TOTALIS BENEFITS12%
- USI INSURANCE SERVICES LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE WISE COMPANY, LLC PROFIT SHARING PLAN AND TRUST
401k
Assets$4.5M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WISE COMPANY LLC LIFE AND HEALTH PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WISE COMPANY, LLC PROFIT SHARING PLAN AND TRUST | 401k | $4.5M | 285 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WISE COMPANY LLC LIFE AND HEALTH PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 227 | 2025 |
Retirement plans
Welfare plans