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Sponsor portfolio

WISE BUSINESS FORMS INC

EIN 25-1213370-Latest filing 2025
Plans
2
Retirement
1
$18.6M assets
Welfare
1
$227K premiums
Participants
521
555 MCFARLAND 400 DRIVE - ALPHARETTA, GA 300045691770-442-1060
Plans on this EIN
2 filings
#001401k-$18.6M - 311 part#502Mixed-$227K - 214 lives

Benefits portfolio analytics

1 plan / $227K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$69K
  • Life$49K
  • Long-term disability$47K
  • Short-term disability$36K
  • Other$22K
  • Vision$12K
Total $227K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY58%
  • DELTA DENTAL OF CALIFORNIA30%
  • EYEMED VISION CARE5%
  • ALIGHT SOLUTIONS LLC5%
  • TELADOC1%
Total $227K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
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

WISE BUSINESS FORMS, INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$18.6M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MEDICAL DENTAL EYECARE AND DISABILITY PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$227K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WISE BUSINESS FORMS, INC 401(K) PROFIT SHARING PLAN & TRUST401k$18.6M3112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MEDICAL DENTAL EYECARE AND DISABILITY PLANMixedDELTA DENTAL INSURANCE COMPANY$227K2142025
Retirement plans
Welfare plans
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