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Sponsor portfolio

WESLEY HALL FURNITURE, INC.

EIN 56-1642631-paper & forest products-Latest filing 2025
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$2.9M premiums
Participants
577
P.O. BOX 9 - HICKORY, NC 28603828-324-7466LinkedIn201-500 employeespaper & forest products
Plans on this EIN
2 filings
#001401k-$12.0M - 270 part#501Fully Insured-$2.9M - 307 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 307 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.9M
  • Health$2.7M
  • Dental$2.7M
  • Vision$2.7M
  • Life$150K
Total $2.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • GAGE BENEFIT ADVISORS INC94%
  • STEALTH PARTNER GROUP LLC6%
Total $223K2 slices

Plan deep-dives

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

WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN

401k

Assets$12.0M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESLEY HALL, INC. EMPLOYEE BENEFIT

Fully Insured - BLUE CROSS BLUE SHIELD OF NC

Premiums$2.9M
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN401k$12.0M2702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESLEY HALL, INC. EMPLOYEE BENEFITFully InsuredBLUE CROSS BLUE SHIELD OF NC$2.9M3072025
Retirement plans
Welfare plans
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