Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Life$109K
- Short-term disability$109K
- Long-term disability$109K
- Vision$16K
Sponsor portfolioTH
WDI, LLC
EIN 20-4213074Wholesale TradeLatest filing 2024
Plans
2
Retirement
1
$30.8M assets
Welfare
1
$2.5M premiums
Participants
527
900 PROGRESS WAY - SUN PRAIRIE, WI 53590608-834-2337
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 277 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION70%
- NETWORK HEALTH PLAN25%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
- HUMANA INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- TRICOR LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WDI, LLC 401(K) PLAN
401k
Assets$30.8M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WDI LLC EMPLOYEE BENEFIT PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$2.5M
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WDI, LLC 401(K) PLAN | 401k | $30.8M | 324 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WDI LLC EMPLOYEE BENEFIT PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $2.5M | 277 | 2024 |
Retirement plans
Welfare plans