Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $40.0M assets / 1,412 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $6.7M premiums / 922 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - BLUE CROSS BLUE SHIELD OF TEXAS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WHOLESALE ELECTRIC SUPPLY COMPANY INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $24.1M | 686 | 2025 |
| #002 | WHOLESALE ELECTRIC SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN | 401(k) | $15.9M | 726 | 2024 |
1 plan on this EIN
| 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 |