Assets by plan
Share of aggregate retirement assets
Filings through .
Walters Wholesale Electric Co.
EIN 95-2091661wholesaleLatest filing 2024
Plans
5
Retirement
2
$83.8M assets
Health & Benefits
3
$4.5M premiums
Participants
1,125
2825 TEMPLE AVENUE - SIGNAL HILL, CA 90755562-304-1928walterswholesale.comLinkedIn501-1000 employeeswholesale
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $83.8M assets / 1,125 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WALTERS WHOLESALE ELECTRIC CO. 401 (K) RETIREMENT PLAN
401(k)
Assets$57.9M
Participants605
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN
Profit-sharing
Assets$25.8M
Participants520
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
WALTERS WHOLESALE ELECTRIC CO. MEDICAL & DENTAL PLAN
Fully insured - HEALTH NET
Premiums$4.5M
Covered lives394
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
WALTERS WHOLESALE ELECTRIC CO. LIFE INSURANCE PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$32K
Covered lives525
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
WALTERS WHOLESALE ELECTRIC CO. 125 BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WALTERS WHOLESALE ELECTRIC CO. 401 (K) RETIREMENT PLAN | 401(k) | $57.9M | 605 | 2024 |
| #001 | WALTERS WHOLESALE ELECTRIC CO. EMPLOYEES' PROFIT SHARING PLAN | Profit-sharing | $25.8M | 520 | 2024 |
- #002 · 401(k) · 2024605
- #001 · Profit-sharing · 2024520
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | WALTERS WHOLESALE ELECTRIC CO. MEDICAL & DENTAL PLAN | Fully insured | HEALTH NET | $4.5M | 394 | 2024 |
| #503 | WALTERS WHOLESALE ELECTRIC CO. LIFE INSURANCE PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $32K | 525 | 2024 |
| #501 | WALTERS WHOLESALE ELECTRIC CO. 125 BENEFIT PLAN | Self-funded | - | $0 | 0 | 2024 |
- #504 · Fully insured · HEALTH NET · 2024394
- #503 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2024525
- #501 · Self-funded · 20240
Retirement plans
Health & Benefits plans