PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. WHELE HR LLC DBA PERCH

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 84-3480478

WHELE HR LLC DBA PERCH

112 S. FRENCH STREET 105 1 · WILMINGTON, DE 19801
6172063761
Plans filed
1
Years active
2022–2024
Industry
NAICS 45
Latest filing
2024
Total premiums (latest)
$1.3M
No prior year
Persons covered
57
No prior year
Total participants
57
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
WHELE HR LLC DBA PERCH
Fully insured57 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M54.5%
Dental$164K7.6%
Vision$164K7.6%
Life$164K7.6%
Short-term disability$164K7.6%
Long-term disability$164K7.6%
Other$164K7.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$1.2M87.8%1148
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$164K12.2%1157

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAUNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE OF AMERICA$56K$7K$63K84.3%1
ZP INSURANCE LLCSAN FRANCISCO, CATHE GUARDIAN LIFE INSURANCE OF AMERICA$0$11K$11K14.2%1
SEQUOIA BENEFITS & INS SVCS LLCSAN MATEO, CATHE GUARDIAN LIFE INSURANCE OF AMERICA$0$1K$1K1.5%1

History & trajectory

3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica