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Sponsor portfolio

WESLEY FAMILY SERVICES

EIN 82-0653875-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$29.7M assets
Welfare
1
$5.1M premiums
Participants
1,641
221 PENN AVENUE - WILKINSBURG, PA 15221412-820-2050wfspa.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#004401k-$29.7M - 850 part#501Fully Insured-$5.1M - 791 lives

Benefits portfolio analytics

1 plan / $5.1M premiums / 791 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.1M
  • Health$4.7M
  • Dental$4.7M
  • Vision$4.7M
  • Prescription drug$4.7M
  • Life$454K
  • +2 more
Total $5.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UPMC HEALTH OPTIONS91%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
  • UPMC BENEFIT MANAGEMENT SERVICES0%
Total $5.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • IMG0%
Total $167K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN

401k

Assets$29.7M
Participants850
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESLEY FAMILY SERVICES HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UPMC HEALTH OPTIONS

Premiums$5.1M
Covered lives791
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN401k$29.7M8502025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESLEY FAMILY SERVICES HEALTH AND WELFARE BENEFIT PLANFully InsuredUPMC HEALTH OPTIONS$5.1M7912024
Retirement plans
Welfare plans
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