Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHOLESALE ELECTRIC SUPPLY CO., INC.
EIN 75-1102645wholesaleLatest filing 2025
Plans
3
Retirement
2
$40.1M assets
Welfare
1
$6.7M premiums
Participants
2,195
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $40.1M assets / 1,273 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
60%top
- (Not disclosed)60%
- JOHN HANCOCK LIFE INSURANCE COMPANY40%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.7M premiums / 922 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.6M
- Dental$5.6M
- Prescription drug$5.6M
- Other$414K
- Life$224K
- Short-term disability$107K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- UNITED OF OMAHA LIFE INSURANCE COMPANY9%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
93%top
- DAINES INSURANCE & FIN SERVICES LLP93%
- TRUVERIS, INC5%
- NFP INSURANCE SERVICES INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WHOLESALE ELECTRIC SUPPLY COMPANY INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$24.1M
Participants547
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WHOLESALE ELECTRIC SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN
401k
Assets$15.9M
Participants726
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WHOLESALE ELECTRIC COMPANY SECTION 125 PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$6.7M
Covered lives922
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHOLESALE ELECTRIC SUPPLY COMPANY INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $24.1M | 547 | 2024 | |
| 002 | WHOLESALE ELECTRIC SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN | 401k | $15.9M | 726 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WHOLESALE ELECTRIC COMPANY SECTION 125 PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $6.7M | 922 | 2025 |
Retirement plans
Welfare plans