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Sponsor portfolio

WALTERS WHOLESALE ELECTRIC CO.

EIN 95-2091661-wholesale-Latest filing 2024
Plans
5
Retirement
2
$83.8M assets
Welfare
3
$4.5M premiums
Participants
1,125
2825 TEMPLE AVENUE - SIGNAL HILL, CA 90755562-304-1928walterswholesale.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
5 filings
#002401k-$57.9M - 605 part#001ProfitSharing-$25.8M - 520 part#504Fully Insured-$4.5M - 394 lives#503Fully Insured-$32K - 525 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $83.8M assets / 1,125 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • (K) RETIREMENT PLAN (#002)69%
  • PROFIT SHARING PLAN (#001)31%
Total $83.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • (K) RETIREMENT PLAN (#002)605
  • PROFIT SHARING PLAN (#001)520
Total 1,125Click row to drill in

Benefits portfolio analytics

3 plans / $4.5M premiums / 919 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Prescription drug$4.3M
  • Dental$199K
  • Life$32K
  • Other$32K
Total $4.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • HEALTH NET95%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $4.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • THOMAS HOWARD GILMOUR85%
  • BENEFITS AMERICA INSURANCE SERVICES12%
  • JD GILMOUR & CO INC3%
Total $100K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WALTERS WHOLESALE ELECTRIC CO. 401 (K) RETIREMENT PLAN

401k

Assets$57.9M
Participants605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN

ProfitSharing

Assets$25.8M
Participants520
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

WALTERS WHOLESALE ELECTRIC CO. MEDICAL & DENTAL PLAN

Fully Insured - HEALTH NET

Premiums$4.5M
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WALTERS WHOLESALE ELECTRIC CO. LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$32K
Covered lives525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WALTERS WHOLESALE ELECTRIC CO. 125 BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WALTERS WHOLESALE ELECTRIC CO. 401 (K) RETIREMENT PLAN401k$57.9M6052024
001WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLANProfitSharing$25.8M5202024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WALTERS WHOLESALE ELECTRIC CO. MEDICAL & DENTAL PLANFully InsuredHEALTH NET$4.5M3942024
503WALTERS WHOLESALE ELECTRIC CO. LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$32K5252024
501WALTERS WHOLESALE ELECTRIC CO. 125 BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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