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Sponsor portfolio

THE WRENCH GROUP

EIN 81-1553691-consumer services-Latest filing 2024
Plans
2
Retirement
1
$137.2M assets
Welfare
1
$5.7M premiums
Participants
12,906
1787 WILLIAMS DRIVE - MARIETTA, GA 30066678-784-2208wrenchgroup.comLinkedIn5001-10000 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$137.2M - 7,934 part#501Mixed-$5.7M - 4,953 lives

Benefits portfolio analytics

1 plan / $5.7M premiums / 4,953 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.3M
  • Vision$2.3M
  • Other$1.9M
  • Life$949K
  • Long-term disability$823K
  • Short-term disability$695K
Total $5.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA59%
  • STARMOUNT LIFE INSURANCE COMPANY40%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Total $5.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • CBIZ BENEFITS & INSURANCE SERVICES76%
  • HODGES-MACE BENEFITS GRP INC15%
  • THE ORIETATION COMPANY, INC.7%
  • GREG HODGES2%
Total $857K4 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

THE WRENCH GROUP RETIREMENT PLAN

401k

Assets$137.2M
Participants7,934
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WRENCH GROUP HEALTH & WELFARE BENEFIT PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$5.7M
Covered lives4,953
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WRENCH GROUP RETIREMENT PLAN401k$137.2M7,9342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WRENCH GROUP HEALTH & WELFARE BENEFIT PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$5.7M4,9532024
Retirement plans
Welfare plans
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