Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Other$278K
- Dental$207K
- Vision$207K
- Life$207K
- Short-term disability$207K
- +1 more
Sponsor portfolio
WHETSTONE HOLDINGS
EIN 46-4056317financial servicesLatest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$1.4M premiums
Participants
551
12496 NW 25TH ST - MIAMI, FL 33182305-900-5019whetstoneholdings.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 266 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY80%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
- TRANSAMERICA LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
53%top
- 4 QUOTES LLC53%
- FORTUN INSURANCE INC10%
- EXCELSIOR BENEFITS LLC8%
- JMAES R. NELLIGAN & ASSOCIATES7%
- INSURANCEUNDERWRITERS.COM7%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WHETSTONE HOLDINGS 401(K) PLAN
401k
Assets$5.8M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
WHETSTONE MANAGEMENT LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHETSTONE HOLDINGS 401(K) PLAN | 401k | $5.8M | 285 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | WHETSTONE MANAGEMENT LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.4M | 266 | 2025 |
Retirement plans
Welfare plans