Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Other$450K
- Life$421K
- Long-term disability$421K
- Vision$132K
Filings through .
Wedbush Securities Inc.
EIN 95-2495390financial servicesLatest filing 2025
Plans
2
Retirement
1
$210.7M assets
Health & Benefits
1
$2.5M premiums
Participants
1,869
225 SOUTH LAKE AVENUE, PENTHOUSE - PASADENA, CA 91101213-688-8000LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.5M premiums / 715 covered lives
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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
WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN
401(k)
Assets$210.7M
Participants1,147
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
WEDBUSH SECURITIES CONSOLIDATED BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.5M
Covered lives715
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN | 401(k) | $210.7M | 1,147 | 2025 |
- #002 · 401(k) · 20251,147
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | WEDBUSH SECURITIES CONSOLIDATED BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $2.5M | 715 | 2025 |
- #505 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 2025715
Retirement plans
Health & Benefits plans