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Sponsor portfolio

WIRE EXPERTS GROUP, INC.

EIN 36-2912867-capital markets-Latest filing 2025
Plans
3
Retirement
2
$17.5M assets
Welfare
1
$1.5M premiums
Participants
432
3650 SHAW BOULEVARD - NAPLES, FL 34117970-351-6100wireexperts.comLinkedIn51-200 employeescapital markets
Plans on this EIN
3 filings
#001ESOP-$15.0M - 220 part#002401k-$2.5M - 107 part#501Fully Insured-$1.5M - 128 lives

Retirement portfolio analytics

2 plans aggregated / $17.5M assets / 327 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • EMPLOYEE STOCK OWNERSHIP (#001)86%
  • GROUP, INC. 401(K) (#002)14%
Total $17.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • (Not disclosed)86%
  • JOHN HANCOCK LIFE INSURANCE COMPANY14%
Total $17.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)220
  • GROUP, INC. 401(K) (#002)107
Total 327Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • BROWN & BROWN INSURANCE SERVICES95%
  • GIS BENEFITS INC5%
Total $88K2 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

WIRE EXPERTS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.0M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WIRE EXPERTS GROUP, INC. 401(K) PLAN

401k

Assets$2.5M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WIRE EXPERTS TEAM, INC WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WIRE EXPERTS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$15.0M2202024
002WIRE EXPERTS GROUP, INC. 401(K) PLAN401k$2.5M1072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WIRE EXPERTS TEAM, INC WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.5M1282025
Retirement plans
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