# WHEELER TRIGG O'DONNELL LLP EMPLOYEE BENEFITS PLAN

Health and welfare plan sponsored by **WHEELER TRIGG O'DONNELL LLP**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | WHEELER TRIGG O'DONNELL LLP |
| EIN | 200697269 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | DENVER, CO |
| Industry | law practice |
| Funding | mixed |
| Total premiums | $580K |
| Participants | 224 |
| Persons covered | 218 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, LTD, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| MINES & ASSOCIATES | Other |

## Brokers

| Broker | Placed with |
|---|---|
| USI INSURANCE SERVICES LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| JAMES R NELLIGAN & ASSOCIATES LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| SMITH, THOMAS, CHRISTOPHER | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| USI INSURANCE SERVICES LLC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| M FINANCIAL HOLDINGS INC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| FINANCIAL DESIGNS INC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| USI INSURANCE SERVICES LLC | VISION SERVICE PLAN |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/200697269-502
- Cite as: PlanOptica, https://planoptica.com/welfare/200697269-502
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