Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$230K
- Vision$212K
- Life$212K
- Short-term disability$212K
- Long-term disability$212K
- Other$212K
- +1 more
Sponsor portfolio
W.L. PETREY WHOLESALE COMPANY, INC.
EIN 63-0672324wholesaleLatest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$442K premiums
Participants
725
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $442K premiums / 386 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA48%
- HCC LIFE INSURANCE COMPANY28%
- GULF GUARANTY LIFE24%
Broker market share
Schedule A broker compensation
40%top
- ALLIANCE INSURANCE GROUP LLC40%
- PATRIOT GROWTH INSURANCE SERVICES36%
- GIS BENEFITS INC24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
W. L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN
401k
Assets$7.6M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
W. L. PETREY WHOLESALE CO., INC. EMPLOYEE BENEFIT PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$442K
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | W. L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN | 401k | $7.6M | 342 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | W. L. PETREY WHOLESALE CO., INC. EMPLOYEE BENEFIT PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $442K | 386 | 2025 |
Retirement plans
Welfare plans