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Sponsor portfolio

WRM HOLDINGS, LLC.

EIN 35-2563764-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$2.7M premiums
Participants
599
16290 KATY FREEWAY,, SUITE 250 - HOUSTON, TX 77094713-413-9400
Plans on this EIN
2 filings
#001401k-$8.3M - 338 part#503Fully Insured-$2.7M - 549 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 549 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$250K
  • Vision$250K
  • Life$250K
  • Other$250K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • HARTFORD LIFE AND ACCIDENT4%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • GALLAGHER BENEFIT SERVICES, INC.91%
  • GIS BENEFITS INC9%
Total $170K2 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

WRM HOLDINGS, LLC. 401(K) PLAN

401k

Assets$8.3M
Participants338
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WRM HOLDINGS, LLC

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.7M
Covered lives549
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WRM HOLDINGS, LLC. 401(K) PLAN401k$8.3M3382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WRM HOLDINGS, LLCFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.7M5492024
Retirement plans
Welfare plans
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