PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WHEELER CONSOLIDATED, INC.
Sponsor portfolio

WHEELER CONSOLIDATED, INC.

EIN 42-1256560-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$18.9M assets
Welfare
1
$37K premiums
Participants
323
PO BOX 65754 - WEST DES MOINES, IA 50265952-929-7854LinkedIn1-10 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$18.9M - 184 part#501Fully Insured-$37K - 139 lives

Benefits portfolio analytics

1 plan / $37K premiums / 139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$37K
  • Other$37K
Total $37K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $37K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WHEELER CONSOLIDATED, INC. PROFIT SHARING AND SAVINGS PLAN

401k

Assets$18.9M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFE INSURANCE

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$37K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHEELER CONSOLIDATED, INC. PROFIT SHARING AND SAVINGS PLAN401k$18.9M1842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFE INSURANCEFully InsuredHARTFORD LIFE AND ACCIDENT$37K1392025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica