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Sponsor portfolio

WILSHIRE HEALTH AND COMMUNITY SERVICES, INC.

EIN 95-2374185-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$897K premiums
Participants
304
285 SOUTH STREET SUITE J - SAN LUIS OBISPO, CA 934015037805-547-7025LinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#003403b-$8.2M - 186 part#501Fully Insured-$897K - 110 lives

Benefits portfolio analytics

1 plan / $897K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$785K
  • Prescription drug$785K
  • Life$100K
  • Other$100K
  • Dental$78K
  • Vision$78K
  • +1 more
Total $897K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITED HEALTHCARE INSURANCE COMPANY85%
  • AFLAC7%
  • BLUE CROSS OF CALIFORNIA4%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $897K5 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • HUB INTERNATIONAL MIDWEST LIMITED76%
  • VARIOUS - SEE ATTACHED23%
  • AMWINS1%
Total $70K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

WILSHIRE HEALTH AND COMMUNITY SERVICES 403(B) RETIREMENT PLAN

403b

Assets$8.2M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILSHIRE HEALTH AND COMMUNITY SERVICES, INC. WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$897K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003WILSHIRE HEALTH AND COMMUNITY SERVICES 403(B) RETIREMENT PLAN403b$8.2M1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILSHIRE HEALTH AND COMMUNITY SERVICES, INC. WELFARE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$897K1102024
Retirement plans
Welfare plans
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