Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$8K
- Long-term disability$8K
Sponsor portfolio
WRIGHT INVESTMENTS, INC.
EIN 62-1144800hospitalityLatest filing 2025
Plans
3
Retirement
1
$3.8M assets
Welfare
2
$8K premiums
Participants
1,261
850 RIDGE LAKE BOULEVARD, SUITE 401 - MEMPHIS, TN 38120901-312-1349wrightinvestments.comLinkedIn1001-5000 employeeshospitality
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $8K premiums / 12 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WRIGHT INVESTMENTS, INC. RETIREMENT PLAN
401k
Assets$3.8M
Participants661
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WRIGHT INVESTMENT PROPERTIES DISABILITY PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$8K
Covered lives12
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
WRIGHT INVESTMENT PROPERTIES HEALTH AND WELFARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WRIGHT INVESTMENTS, INC. RETIREMENT PLAN | 401k | $3.8M | 661 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WRIGHT INVESTMENT PROPERTIES DISABILITY PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | 12 | 2025 | |
| 501 | WRIGHT INVESTMENT PROPERTIES HEALTH AND WELFARE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans