Worksite Wheelhouse
Philadelphia, PA
Worksite Wheelhouse of Philadelphia, PA is the broker of record on 36 Form 5500 Schedule A filings covering 25 employer benefit plans across 7 states, with $550,138 in reported broker commissions (plan year 2025).
Quick answer
Worksite Wheelhouse (Philadelphia, PA) is the broker of record for 25 employer benefit plan sponsors on 36 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Worksite Wheelhouse have?
- Worksite Wheelhouse is named as broker on Form 5500 Schedule A filings for 25 distinct plan sponsors in 7 states.
- Who are Worksite Wheelhouse's largest employer clients?
- By plan participants, the largest include System One Holdings, LLC (5,342 participants), Deployed Services, LLC (5,095 participants) and Leon Management International, LLC (2,561 participants).
- How much does Worksite Wheelhouse earn in commissions?
- Insurers reported $550,138 in broker commissions and $195,209 in fees paid to Worksite Wheelhouse for plan year 2025, per Schedule A Part 1.
- Where is Worksite Wheelhouse located?
- Worksite Wheelhouse is based in Philadelphia, PA and has employer clients in 7 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Worksite Wheelhouse 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 |
|---|---|---|---|
| System One Holdings, LLC | PA | 5,342 | 2025-12-31 |
| Deployed Services, LLC | FL | 5,095 | 2025-12-31 |
| Leon Management International, LLC | FL | 2,561 | 2025-12-31 |
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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.