Form 5500 · Employee benefit plan · PORTLAND, ME
WEX INC.
The filing calls this plan WEX INC. WELFARE BENEFITS PLAN.
WEX INC. of PORTLAND, ME is a 5,070-participant information and media employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is WILLIS TOWERS WATSON NORTHEAST, INC. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0526993 · plan 501 · plan year 2025, filed May 29, 2026
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271 other employer plans in Maine have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: KAISER FOUNDATION HEALTH PLAN, INC. covers 45 of 5,070 participants (0.9%) on Schedule A.
2 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 5 insured contracts covering health, vision, life and disability; the largest, with PRUDENTIAL INSURANCE COMPANY OF AMERICA, covers 5,091 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 2 contracts here that do not say what they cover.
Reported premium across the insured contracts is $3,752,991, with $71,725 in disclosed broker commissions — about 1.9% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in May. The plan is on a split renewal cycle.
WILLIS TOWERS WATSON NORTHEAST, INC is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | — | 2,257 | Jan 1, 2026 | $631,675 | $63,168 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 45 | Jan 1, 2026 | $179,467 | $8,557 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 5,091 | Jan 1, 2026 | $2,327,761 | $0 |
| VISION SERVICE PLAN | Vision | 3,771 | Jan 1, 2026 | $599,459 | $0 |
| BERKLEY LIFE AND HEALTH INSURANCE COMPANY | — | 5,091 | Jun 1, 2025 | $14,629 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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