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Sponsor portfolio

WHEEL PROS, LLC

EIN 27-0745738-automotive-Latest filing 2025
Plans
9
Retirement
1
$84.8M assets
Welfare
8
$815K premiums
Participants
2,431
5670 GREENWOOD PLAZA BLVD,, SUITE 400 - GREENWOOD VILLAGE, CO 80111303-433-3599wheelpros.comLinkedIn1001-5000 employeesautomotive
Plans on this EIN
9 filings
#001401k-$84.8M - 1,818 part#501Mixed-$349K - 611 lives#505Fully Insured-$145K - 535 lives#507Fully Insured-$91K - 535 lives#508Fully Insured-$83K - 535 lives#503Fully Insured-$70K - 608 lives#504Fully Insured-$40K - 1,489 lives#506Fully Insured-$36K - 535 lives#502Self Funded-0 lives

Benefits portfolio analytics

8 plans / $815K premiums / 4,848 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$119K
  • Short-term disability$78K
  • Long-term disability$74K
  • Dental$48K
  • Vision$48K
  • Other$30K
Total $349K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA86%
  • HUMANA INSURANCE COMPANY14%
Total $349K2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • LOCKTON COMPANIES, LLC83%
  • WILLIS TOWERS WATSON US LLC17%
  • CORPORATE BENEFIT DESIGN-0%
Total $69K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WHEEL PROS, LLC 401(K) RETIREMENT PLAN

401k

Assets$84.8M
Participants1,818
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHEEL PROS, LLC BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$349K
Covered lives611
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

WHEEL PROS, LLC VOLUNTARY LIFE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$145K
Covered lives535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

WHEEL PROS, LLC STD PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$91K
Covered lives535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

WHEEL PROS, LLC LTD PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$83K
Covered lives535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WHEEL PROS, LLC VISION PLAN

Fully Insured - HUMANA INSURANCE COMPANY

Premiums$70K
Covered lives608
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

WHEEL PROS, LLC EAP PLAN

Fully Insured - MINES AND ASSOCIATES

Premiums$40K
Covered lives1,489
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

WHEEL PROS, LLC VOLUNTARY AD&D PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$36K
Covered lives535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WHEEL PROS, LLC MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHEEL PROS, LLC 401(K) RETIREMENT PLAN401k$84.8M1,8182024

Welfare plans8

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHEEL PROS, LLC BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$349K6112025
505WHEEL PROS, LLC VOLUNTARY LIFE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$145K5352024
507WHEEL PROS, LLC STD PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$91K5352024
508WHEEL PROS, LLC LTD PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$83K5352024
503WHEEL PROS, LLC VISION PLANFully InsuredHUMANA INSURANCE COMPANY$70K6082024
504WHEEL PROS, LLC EAP PLANFully InsuredMINES AND ASSOCIATES$40K1,4892024
506WHEEL PROS, LLC VOLUNTARY AD&D PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$36K5352024
502WHEEL PROS, LLC MEDICAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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