Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.7M
- Life$397K
- Short-term disability$397K
- Long-term disability$397K
- Other$397K
Sponsor portfolio
WOLFE CLINIC, P.C.
EIN 42-0954581health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
1
$94.0M assets
Welfare
1
$5.1M premiums
Participants
1,135
309 EAST CHURCH STREET - MARSHALLTOWN, IA 50158641-754-6262LinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.1M premiums / 452 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- STANDARD INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
52%top
- HOLMES MURPHY & ASSOCIATES52%
- N/A24%
- AVANT SPECIALTY BENEFITS LLC23%
- C2 CENTRIC LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WOLFE CLINIC, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$94.0M
Participants675
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WOLFE CLINIC INVEST FLEXIBLE BENEFIT PLAN
Mixed - WELLMARK HEALTH PLAN OF IOWA, INC.
Premiums$5.1M
Covered lives452
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WOLFE CLINIC, P.C. 401(K) PROFIT SHARING PLAN | 401k | $94.0M | 675 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WOLFE CLINIC INVEST FLEXIBLE BENEFIT PLAN | Mixed | WELLMARK HEALTH PLAN OF IOWA, INC. | $5.1M | 452 | 2025 |
Retirement plans
Welfare plans