Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Dental$76K
- Life$76K
- Other$76K
- Short-term disability$31K
- +1 more
Sponsor portfolio
MCDONALD WHOLESALE LLC
EIN 26-0855703food & beveragesLatest filing 2024
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$2.0M premiums
Participants
453
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 345 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- PROVIDENCE HEALTH PLAN95%
- SUN LIFE ASSURANCE COMPANY OF CANADA2%
- AFLAC2%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
89%top
- USI INSURANCE SERVICES LLC89%
- MICHAEL W. ATTERBERRY8%
- NOAH BAILEY1%
- CODY JAMES FALKOSKI1%
- VINCENT BRIAN VOLLMAR0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MCDONALD WHOLESALE LLC 401(K) PLAN
401k
Assets$16.3M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MCDONALD WHOLESALE HEALTH & WELFARE BENEFIT PLAN
Fully Insured - PROVIDENCE HEALTH PLAN
Premiums$2.0M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MCDONALD WHOLESALE LLC 401(K) PLAN | 401k | $16.3M | 264 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MCDONALD WHOLESALE HEALTH & WELFARE BENEFIT PLAN | Fully Insured | PROVIDENCE HEALTH PLAN | $2.0M | 345 | 2024 |
Retirement plans
Welfare plans