How many employer clients does Wex Health, Inc. have?

Wex Health, Inc. is named as broker on Form 5500 Schedule A filings for 35 distinct plan sponsors in 22 states.

Who are Wex Health, Inc.'s largest employer clients?

By plan participants, the largest include Tyson Foods, Inc. (118,031 participants), Cdw LLC (10,863 participants) and Lincare Inc. (10,201 participants).

How much does Wex Health, Inc. earn in commissions?

Insurers reported $881,257 in broker commissions and $2.7 million in fees paid to Wex Health, Inc. for plan year 2025, per Schedule A Part 1.

Where is Wex Health, Inc. located?

Wex Health, Inc. is based in Weatogue, CT and has employer clients in 22 states.

How does Wex Health, Inc. rank among benefits brokers in Connecticut?

Wex Health, Inc. ranks #9 by employer clients among the 50 most active benefits brokers based in Connecticut.

Benefits Intelligence/Broker Directory/Connecticut

Wex Health, Inc.

Weatogue, CT

Wex Health, Inc. of Weatogue, CT is the broker of record on 60 Form 5500 Schedule A filings covering 35 employer benefit plans across 22 states, with $881,257 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$881,257

plan year 2025

Reported fees

$2,652,248

Quick answer

Wex Health, Inc. (Weatogue, CT) is the broker of record for 35 employer benefit plan sponsors on 60 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Wex Health, Inc. have?: Wex Health, Inc. is named as broker on Form 5500 Schedule A filings for 35 distinct plan sponsors in 22 states.
Who are Wex Health, Inc.'s largest employer clients?: By plan participants, the largest include Tyson Foods, Inc. (118,031 participants), Cdw LLC (10,863 participants) and Lincare Inc. (10,201 participants).
How much does Wex Health, Inc. earn in commissions?: Insurers reported $881,257 in broker commissions and $2.7 million in fees paid to Wex Health, Inc. for plan year 2025, per Schedule A Part 1.
Where is Wex Health, Inc. located?: Wex Health, Inc. is based in Weatogue, CT and has employer clients in 22 states.
How does Wex Health, Inc. rank among benefits brokers in Connecticut?: Wex Health, Inc. ranks #9 by employer clients among the 50 most active benefits brokers based in Connecticut.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Wex Health, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Tyson Foods, Inc.	AR	118,031	2024-12-31
Cdw LLC	OR	10,863	2025-12-31
Lincare Inc.	FL	10,201	2025-12-31

32 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Other benefits brokers in Connecticut

Bennie Insurance, LLC: 143 employer clients, $11,533,745 reported commissions (Stamford)
Hp Planning LLC: 135 employer clients, $8,602,031 reported commissions (Norwalk)
Professional Pensions Inc: 147 employer clients, $7,533,232 reported commissions (Wallingford)
Usi Securities Inc: 108 employer clients, $2,398,043 reported commissions (Glastonbury)
Employee Family Protection Inc: 58 employer clients, $2,065,441 reported commissions (Glastonbury)
The Benefit Practice: 37 employer clients (Stamford)
Smith Brothers Insurance, LLC: 44 employer clients, $1,663,303 reported commissions (Glastonbury)
Usi Consulting Group, Inc.: 37 employer clients, $573,219 reported commissions (Glastonbury)

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.