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Sponsor portfolioTH

WESLEYLIFE

EIN 30-0577845-non-profit organization management-Latest filing 2025
Plans
3
Retirement
1
$38.8M assets
Welfare
2
$542K premiums
Participants
4,313
5508 NW 88TH STREET - JOHNSTON, IA 50131515-271-6789wesleylife.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
3 filings
#005401k-$38.8M - 2,708 part#502Fully Insured-$491K - 935 lives#501Mixed-$51K - 332 lives

Benefits portfolio analytics

2 plans / $542K premiums / 1,267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$212K
  • Life$133K
  • Long-term disability$102K
  • Vision$51K
  • Other$43K
Total $542K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA74%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY17%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY9%
Total $542K3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • HOLMES MURPHY & ASSOCIATES57%
  • AVANT SPECIALTY BENEFITS LLC30%
  • PLANSOURCE BENEFITS ADMINISTRATION13%
  • THE ULTIMATE SOFTWARE GROUP0%
Total $93K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

WESLEYLIFE 401(K) PROFIT SHARING PLAN

401k

Assets$38.8M
Participants2,708
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WESLEYLIFE GROUP INSURANCE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$491K
Covered lives935
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WESLEYLIFE EMPLOYEE HEALTH & WELFARE BENEFIT PLAN

Mixed - FIDELITY SECURITY LIFE

Premiums$51K
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005WESLEYLIFE 401(K) PROFIT SHARING PLAN401k$38.8M2,7082024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WESLEYLIFE GROUP INSURANCE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$491K9352025
501WESLEYLIFE EMPLOYEE HEALTH & WELFARE BENEFIT PLANMixedFIDELITY SECURITY LIFE$51K3322025
Retirement plans
Welfare plans
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