Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$117K
- Vision$117K
- Other$33K
Sponsor portfolio
WCM INVESTMENT MANAGEMENT
EIN 95-3046237investment managementLatest filing 2025
Plans
2
Retirement
1
$61.0M assets
Welfare
1
$2.2M premiums
Participants
213
281 BROOKS ST. - LAGUNA BEACH, CA 92651949-380-0200wcminvest.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 310 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- RELIANCE STANDARD LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
- ENROLLEASE0%
- GALLAGHER BENEFIT SERVICES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WCM INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN
401k
Assets$61.0M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WCM INVESTMENT MANAGEMENT, LLC. EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.2M
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WCM INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $61.0M | 107 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WCM INVESTMENT MANAGEMENT, LLC. EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.2M | 310 | 2025 |
Retirement plans
Welfare plans