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Sponsor portfolio

W.H. BRAUM, INC.

EIN 30-0288982-restaurants-Latest filing 2024
Plans
2
Retirement
1
$55.2M assets
Welfare
1
$9.2M premiums
Participants
6,531
3000 NE 63RD STREET - OKLAHOMA CITY, OK 73121405-478-1656LinkedIn10001+ employeesrestaurants
Plans on this EIN
2 filings
#002401k-$55.2M - 2,912 part#501Fully Insured-$9.2M - 3,619 lives

Benefits portfolio analytics

1 plan / $9.2M premiums / 3,619 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.6M
  • Dental$643K
  • Life$396K
  • Short-term disability$389K
  • Vision$152K
  • Other$112K
  • +1 more
Total $9.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA7%
  • VISION SERVICE PLAN2%
Total $9.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE PLEXUS GROUPE LLC100%
Total $127K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

W.H. BRAUM, INC. PROFIT SHARING PLUS PLAN

401k

Assets$55.2M
Participants2,912
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WH BRAUM INC GROUP BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$9.2M
Covered lives3,619
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002W.H. BRAUM, INC. PROFIT SHARING PLUS PLAN401k$55.2M2,9122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WH BRAUM INC GROUP BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$9.2M3,6192024
Retirement plans
Welfare plans
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