Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$1.1M
- Other$847K
- Life$845K
- Vision$386K
Sponsor portfolioTH
THE WENDY'S COMPANY
EIN 38-0471180food & beveragesLatest filing 2024
Plans
2
Retirement
1
$294.0M assets
Welfare
1
$2.3M premiums
Participants
23,938
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 14,452 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA83%
- VISION SERVICE PLAN17%
Broker market share
Schedule A broker compensation
100%top
- STRATEGIC NON-MEDICAL SOLUTION100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
THE WENDY'S COMPANY 401(K) RETIREMENT PLAN
401k
Assets$294.0M
Participants10,779
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WENDY'S COMPANY GROUP INSURANCE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$2.3M
Covered lives14,452
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | THE WENDY'S COMPANY 401(K) RETIREMENT PLAN | 401k | $294.0M | 10,779 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WENDY'S COMPANY GROUP INSURANCE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2.3M | 14,452 | 2024 |
Retirement plans
Welfare plans