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Sponsor portfolio

WRH REALTY SERVICES, LLC

EIN 20-4178395-real estate-Latest filing 2025
Plans
2
Retirement
1
$17.9M assets
Welfare
1
$264K premiums
Participants
711
100 3RD STREET SOUTH, SUITE 300 - SAINT PETERSBURG, FL 33701727-892-3000wrhrealty.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$17.9M - 407 part#501Mixed-$264K - 304 lives

Benefits portfolio analytics

1 plan / $264K premiums / 304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$264K
  • Vision$264K
  • Life$264K
  • Short-term disability$264K
  • Long-term disability$264K
  • Other$264K
Total $264K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $264K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $35K1 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

WRH REALTY SERVICES, INC. 401K PLAN

401k

Assets$17.9M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WRH REALTY SERVICES, LLC CAFETERIA PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$264K
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WRH REALTY SERVICES, INC. 401K PLAN401k$17.9M4072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WRH REALTY SERVICES, LLC CAFETERIA PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$264K3042025
Retirement plans
Welfare plans
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