Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Dental$938K
- Vision$938K
- Life$8K
- Other$8K
Sponsor portfolio
WHEEL GROUP HOLDINGS, LLC
EIN 47-5390828computer softwareLatest filing 2025
Plans
2
Retirement
1
$81K assets
Welfare
1
$1.1M premiums
Participants
260
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 168 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- KAISER FOUNDATION HEALTH PLAN INC13%
Broker market share
Schedule A broker compensation
63%top
- NTH INSURANCE AGENCY INC.63%
- CENTERSTONE INSURANCE AND FINANCIAL26%
- NIXON BENEFITS11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE WHEEL GROUP 401(K) PLAN
401k
Assets$81K
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WHEEL GROUP WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)
Premiums$1.1M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WHEEL GROUP 401(K) PLAN | 401k | $81K | 133 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WHEEL GROUP WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | $1.1M | 168 | 2025 |
Retirement plans
Welfare plans