Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILBUR-ELLIS HOLDINGS, INC.
EIN 46-2652182Wholesale TradeLatest filing 2024
Plans
3
Retirement
2
$576.8M assets
Welfare
1
$3.1M premiums
Participants
10,642
4582 S. ULSTER STREET, SUITE 400 - DENVER, CO 80237720-306-6340
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $576.8M assets / 7,675 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.1M premiums / 3,173 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.0M
- Long-term disability$2.2M
- Life$2.1M
- Short-term disability$2.1M
Carrier market share
Premium dollars by Schedule A carrier
97%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA97%
- MAGELLAN HEALTHCARE3%
Broker market share
Schedule A broker compensation
65%top
- ALIGHT SOLUTIONS65%
- MERCER HEALTH AND BENEFITS, LLC29%
- DIGITAL INSURANCE LLC4%
- ALLIANT INSURANCE SERVICES, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WILBUR-ELLIS 401(K) PLAN
401k
Assets$398.0M
Participants4,782
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WILBUR-ELLIS RETIREMENT PLAN
TraditionalDB
Assets$178.8M
Participants2,893
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP MEDICAL, DENTAL AND VISION PLANS FOR THE EMPLOYEES OF WILBUR-ELLIS COMPANY
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$3.1M
Covered lives3,173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILBUR-ELLIS 401(K) PLAN | 401k | $398.0M | 4,782 | 2024 | |
| 001 | WILBUR-ELLIS RETIREMENT PLAN | TraditionalDB | $178.8M | 2,893 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP MEDICAL, DENTAL AND VISION PLANS FOR THE EMPLOYEES OF WILBUR-ELLIS COMPANY | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3.1M | 3,173 | 2024 |
Retirement plans
Welfare plans