PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Wire Experts Group, Inc
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Wire Experts Group, Inc

EIN 36-2912867-capital markets-Latest filing 2025
Plans
3
Retirement
2
$22.8M assets
Health & Benefits
1
$1.5M premiums
Participants
405
3650 SHAW BOULEVARD - NAPLES, FL 34117239-597-8555wireexperts.comLinkedIn51-200 employeescapital markets
Plans on this EIN
3 filings
#001ESOP-$20.2M - 193 part#002401(k)-$2.6M - 107 part#501Fully insured-$1.5M - 128 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $22.8M assets / 300 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#001)$20.2M
  • GROUP, INC. 401(K) (#002)$2.6M
Total $22.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)193
  • GROUP, INC. 401(K) (#002)107
Total 300Select a row to open it

Benefits portfolio analytics

1 plan / $1.5M premiums / 128 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Life$78K
  • Short-term disability$78K
  • Long-term disability$78K
  • Other$78K
  • +2 more
Total $1.5M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WIRE EXPERTS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$20.2M
Participants193
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

WIRE EXPERTS GROUP, INC. 401(K) PLAN

401(k)

Assets$2.6M
Participants107
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WIRE EXPERTS TEAM, INC WELFARE BENEFITS PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives128
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WIRE EXPERTS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$20.2M1932025
#002WIRE EXPERTS GROUP, INC. 401(K) PLAN401(k)$2.6M1072025
  • WIRE EXPERTS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN$20.2M
    #001 · ESOP · 2025193
  • WIRE EXPERTS GROUP, INC. 401(K) PLAN$2.6M
    #002 · 401(k) · 2025107

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WIRE EXPERTS TEAM, INC WELFARE BENEFITS PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.5M1282025
  • WIRE EXPERTS TEAM, INC WELFARE BENEFITS PLAN$1.5M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025128
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica