Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$848K
- Dental$848K
- Prescription drug$848K
- Short-term disability$40K
- Long-term disability$40K
- Life$40K
- +2 more
Sponsor portfolio
WLR MANAGEMENT COMPANY, INC.
EIN 27-4133144Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$939K premiums
Participants
682
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $939K premiums / 332 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
71%top
- TRIBRIDGE PARTNERS LLC71%
- KELLY & ASSOCIATES INSURANCE GROUP29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WLR MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING
401k
Assets$4.6M
Participants520
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WLR MANAGEMENT COMPANY, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - CAREFIRST BLUECHOICE, INC
Premiums$939K
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WLR MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING | 401k | $4.6M | 520 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WLR MANAGEMENT COMPANY, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | CAREFIRST BLUECHOICE, INC | $939K | 332 | 2025 |
Retirement plans
Welfare plans