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  2. BTC WHOLESALE DISTRIBUTORS, INC.
Sponsor portfolio

BTC WHOLESALE DISTRIBUTORS, INC.

EIN 63-0022740-wholesale-Latest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$1.0M premiums
Participants
357
100 AIRVIEW LANE - ALABASTER, AL 35007205-397-1708btcwholesale.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$17.5M - 151 part#501Fully Insured-$1.0M - 202 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$912K
  • Dental$50K
  • Vision$50K
  • Other$40K
  • Life$34K
  • Long-term disability$17K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • VIVA HEALTH80%
  • COMPANION LIFE INSURANCE COMPANY8%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
35%top
  • HIGGINBOTHAM INS AGENCY INC35%
  • WRM GROUP LLC27%
  • HEALTHCOMP15%
  • PROVIDENCE BENEFITS13%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
  • +1 more
Total $46K6 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

BTC WHOLESALE DISTRIBUTORS, INC PSP/401(K) PLAN

401k

Assets$17.5M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BTC WHOLESALE DISTRIBUTORS, INC. WRAP PLAN

Fully Insured - VIVA HEALTH

Premiums$1.0M
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BTC WHOLESALE DISTRIBUTORS, INC PSP/401(K) PLAN401k$17.5M1512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BTC WHOLESALE DISTRIBUTORS, INC. WRAP PLANFully InsuredVIVA HEALTH$1.0M2022025
Retirement plans
Welfare plans
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