Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.1M
- Prescription drug$4.1M
- Other$3.9M
- Dental$3.8M
- Vision$3.7M
- Life$108K
- +2 more
Sponsor portfolio
WILSHIRE ADVISORS LLC
EIN 95-2755361venture capital & private equityLatest filing 2025
Plans
2
Retirement
1
$91.5M assets
Welfare
1
$4.3M premiums
Participants
714
1299 OCEAN AVENUE, SUITE 600 - SANTA MONICA, CA 90401310-451-3051wilshiretechadvisors.comLinkedIn51-200 employeesventure capital & private equity
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 454 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- UPMC HEALTH OPTIONS8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
98%top
- IMA, INC.98%
- HUB INTERNATIONAL MIDWEST LIMITED2%
- ALLIANT INSURANCE SERVICES, INC.0%
- WANGLIN, RONALD, CHASE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILSHIRE ADVISORS LLC 401K EMPLOYEE SAVINGS PLAN
401k
Assets$91.5M
Participants449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WILSHIRE ADVISORS LLC FLEXIBLE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$4.3M
Covered lives454
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILSHIRE ADVISORS LLC 401K EMPLOYEE SAVINGS PLAN | 401k | $91.5M | 449 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WILSHIRE ADVISORS LLC FLEXIBLE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $4.3M | 454 | 2025 |
Retirement plans
Welfare plans