Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$310K
- Short-term disability$310K
- Long-term disability$310K
- Other$310K
- Stop-loss$282K
- Dental$187K
- +1 more
Sponsor portfolio
WETHERILL ASSOCIATES, INC.
EIN 23-2069598Latest filing 2025
Plans
2
Retirement
1
$27.3M assets
Welfare
1
$805K premiums
Participants
909
3300 CORPORATE WAY - MIRAMAR, FL 33025800-877-3340
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $805K premiums / 328 covered livesCarrier market share
Premium dollars by Schedule A carrier
39%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY39%
- NATIONWIDE LIFE INSURANCE COMPANY35%
- SUN LIFE ASSURANCE COMPANY OF CANADA23%
- VISION SERVICE PLAN3%
Broker market share
Schedule A broker compensation
100%top
- STRATEBEN INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WETHERILL ASSOCIATES, INC. RETIREMENT AND 401(K) SAVINGS PLAN
401k
Assets$27.3M
Participants561
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
WETHERILL ASSOCIATES, INC. HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$805K
Covered lives328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WETHERILL ASSOCIATES, INC. RETIREMENT AND 401(K) SAVINGS PLAN | 401k | $27.3M | 561 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | WETHERILL ASSOCIATES, INC. HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $805K | 328 | 2025 |
Retirement plans
Welfare plans