Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$645K
- Long-term disability$645K
- Other$645K
Sponsor portfolioTH
WHELEN ENGINEERING COMPANY, INC.
EIN 06-0725110electrical/electronic manufacturingLatest filing 2025
Plans
2
Retirement
1
$186.1M assets
Welfare
1
$645K premiums
Participants
3,864
RTE 145 WINTHROP ROAD - CHESTER, CT 06412860-526-9504whelen.comLinkedIn1001-5000 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $645K premiums / 1,761 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- HARTFORD LIFE AND ACCIDENT100%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN
401k
Assets$186.1M
Participants2,103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WHELEN ENGINEERING COMPANY FLEXIBLE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$645K
Covered lives1,761
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN | 401k | $186.1M | 2,103 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WHELEN ENGINEERING COMPANY FLEXIBLE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $645K | 1,761 | 2025 |
Retirement plans
Welfare plans