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Sponsor portfolio

WWEX UNI TOPCO HOLDINGS, LLC

EIN 32-0780833-Latest filing 2025
Plans
2
Retirement
1
$113.5M assets
Welfare
1
$2.3M premiums
Participants
5,677
2700 COMMERCE STREET SUITE 1500 - DALLAS, TX 75226214-720-2400
Plans on this EIN
2 filings
#002401k-$113.5M - 3,154 part#501Mixed-$2.3M - 3,030 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 3,030 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.1M
  • Other$1.0M
  • Life$673K
  • Long-term disability$673K
  • Vision$130K
Total $2.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY30%
  • RELIASTAR LIFE INSURANCE COMPANY15%
  • EYEMED VISION CARE6%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • LOCKTON COMPANIES, LLC81%
  • BENE RE LLC12%
  • CERIDIAN HCM INC7%
Total $138K3 slices

Plan deep-dives

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

WWEX RETIREMENT PLAN

401k

Assets$113.5M
Participants3,154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WWEX UNI TOPCO HOLDINGS, LLC WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.3M
Covered lives3,030
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WWEX RETIREMENT PLAN401k$113.5M3,1542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WWEX UNI TOPCO HOLDINGS, LLC WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.3M3,0302025
Retirement plans
Welfare plans
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