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Whittlesey PC
EIN 06-0903326accountingLatest filing 2025
Plans
2
Retirement
1
$51.3M assets
Health & Benefits
1
$62K premiums
Participants
277
280 TRUMBULL STREET, 24TH FLOOR - HARTFORD, CT 061033509860-522-3111wadvising.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $62K premiums / 118 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
WHITTLESEY PC 401(K) RETIREMENT AND SAVINGS PLAN
401(k)
Assets$51.3M
Participants159
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WHITTLESEY PC WELFARE BENEFIT PLAN
Mixed - NORTHWESTERN MUTUAL
Premiums$62K
Covered lives118
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | WHITTLESEY PC 401(K) RETIREMENT AND SAVINGS PLAN | 401(k) | $51.3M | 159 | 2025 |
- #003 · 401(k) · 2025159
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WHITTLESEY PC WELFARE BENEFIT PLAN | Mixed | NORTHWESTERN MUTUAL | $62K | 118 | 2025 |
- #501 · Mixed · NORTHWESTERN MUTUAL · 2025118
Retirement plans
Health & Benefits plans