Plan Ledger DOL Form 5500 · updated monthly

Wheel Group Holdings, LLCbenefits

The Wheel Group Welfare Benefits Plan · ONTARIO, CA · plan year 2025

Broker compensation reported · 2025
$137,783

Wheel Group Holdings, LLC's benefits plans covered 149 active participants in 2025, providing health · life · dental · vision · other. Insurance brokers and agents were paid $137,783 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $925 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 58% from $87,091 in 2024.

Insurance contracts · 20255
BLUE CROSS OF CALIFORNIA · health drug dental ppopremiums n/a · 182 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · vision lifepremiums n/a · 159 covered
CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) · health drug dental visionpremiums n/a · 168 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 21 covered
BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY · lifepremiums n/a · 127 covered
Brokers & agents paid · 20254
SULLIVAN CURTIS MONROE INS. SVCS.$56,314 · incl $2,807 fees
THE NTH INSURANCE AGENCY, INC.$51,485 · incl $38,992 fees
CENTERSTONE INSURANCE & FIN. SVCS.$20,987 · incl $925 fees
NIXON BENEFITS$8,997 · incl $7,238 fees
Also brokered by Sullivan Curtis Monroe Ins. Svcs.5
Arete Associates CA$338,359

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 475390828 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.