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  2. WFM ENTERPRISES, LLC
Sponsor portfolio

WFM ENTERPRISES, LLC

EIN 75-3097823-automotive-Latest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$29K premiums
Participants
318
12601 W. EXPLORER DR, SUITE 200A - BOISE, ID 83713208-968-7888wfmlittlerock.comLinkedIn11-50 employeesautomotive
Plans on this EIN
2 filings
#001401k-$1.6M - 135 part#501Fully Insured-$29K - 183 lives

Benefits portfolio analytics

1 plan / $29K premiums / 183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$29K
  • Long-term disability$29K
Total $29K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $29K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $5K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WFM ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.6M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WFM ENTERPRISES, LLC DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$29K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WFM ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$1.6M1352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WFM ENTERPRISES, LLC DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$29K1832024
Retirement plans
Welfare plans
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