Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.7M
- Life$1.0M
- Short-term disability$1.0M
- Long-term disability$1.0M
- Health$707K
- Dental$650K
- +2 more
Filings through .
Brook & Whittle Limited
EIN 06-1452909printingLatest filing 2025
Plans
2
Retirement
1
$102.1M assets
Health & Benefits
1
$4.4M premiums
Participants
3,843
20 CARTER DRIVE - GUILFORD, CT 06437203-483-5602brookandwhittle.comLinkedIn1001-5000 employeesprinting
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 / $4.4M premiums / 1,797 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
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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#001
BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN
401(k)
Assets$102.1M
Participants2,046
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
BROOK + WHITTLE LIMITED HEALTH & WELFARE PLAN
Fully insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$4.4M
Covered lives1,797
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN | 401(k) | $102.1M | 2,046 | 2025 |
- #001 · 401(k) · 20252,046
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | BROOK + WHITTLE LIMITED HEALTH & WELFARE PLAN | Fully insured | SYMETRA LIFE INSURANCE COMPANY | $4.4M | 1,797 | 2025 |
- #502 · Fully insured · SYMETRA LIFE INSURANCE COMPANY · 20251,797
Retirement plans
Health & Benefits plans