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Sponsor portfolio

WHEATON EYE CLINIC, LTD.

EIN 36-2709692-medical practice-Latest filing 2025
Plans
2
Retirement
1
$64.2M assets
Welfare
1
$3.4M premiums
Participants
527
2015 N MAIN ST - WHEATON, IL 60187630-668-8250wheatoneye.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$64.2M - 292 part#501Fully Insured-$3.4M - 366 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 366 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Other$219K
  • Dental$172K
  • Life$169K
  • Short-term disability$169K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DELTA DENTAL OF CALIFORNIA5%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $3.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUB INTERNATIONAL MIDWEST LIMITED94%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
Total $175K2 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

WHEATON EYE CLINIC, LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$64.2M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHEATON EYE CLINIC EMPLOYEE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.4M
Covered lives366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WHEATON EYE CLINIC, LTD. 401(K) PROFIT SHARING PLAN401k$64.2M2922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHEATON EYE CLINIC EMPLOYEE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.4M3662025
Retirement plans
Welfare plans
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