Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Other$482K
- Life$447K
- Long-term disability$447K
- Vision$99K
Sponsor portfolio
WEDBUSH SECURITIES INC.
EIN 95-2495390financial servicesLatest filing 2024
Plans
2
Retirement
1
$182.1M assets
Welfare
1
$2.3M premiums
Participants
1,844
1000 WILSHIRE BOULEVARD, FLOOR 9 - LOS ANGELES, CA 90017213-688-8000LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 726 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- KAISER FOUNDATION HEALTH PLAN INC74%
- UNITED OF OMAHA LIFE INSURANCE COMPANY21%
- VISION SERVICE PLAN3%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
87%top
- HUB INTERNATIONAL MIDWEST LIMITED87%
- SLATE PROFESSIONAL RESOURCES INC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN
401k
Assets$182.1M
Participants1,129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
WEDBUSH SECURITIES CONSOLIDATED BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.3M
Covered lives726
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN | 401k | $182.1M | 1,129 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | WEDBUSH SECURITIES CONSOLIDATED BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $2.3M | 726 | 2024 |
Retirement plans
Welfare plans