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Sponsor portfolio

WMH SOLUTIONS, INC.

EIN 56-1595845-logistics and supply chain-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$263K premiums
Participants
430
9839 SOUTH TRYON STREET - CHARLOTTE, NC 28273704-526-0280wheelermaterialhandling.comLinkedIn201-500 employeeslogistics and supply chain
Plans on this EIN
2 filings
#001401k-$16.0M - 257 part#503Mixed-$263K - 528 lives

Benefits portfolio analytics

1 plan / $263K premiums / 528 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$263K
  • Vision$263K
  • Life$263K
  • Short-term disability$263K
  • Long-term disability$263K
  • Other$263K
Total $263K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $263K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $37K1 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

WMH SOLUTIONS, INC. PROFIT SHARING/401(K) PLAN AND TRUST

401k

Assets$16.0M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WHEELER MATERIAL HANDLING

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$263K
Covered lives528
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WMH SOLUTIONS, INC. PROFIT SHARING/401(K) PLAN AND TRUST401k$16.0M2572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WHEELER MATERIAL HANDLINGMixedMETROPOLITAN LIFE INSURANCE COMPANY$263K5282025
Retirement plans
Welfare plans
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