PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WHITMOR, INC.
Sponsor portfolio

WHITMOR, INC.

EIN 13-1951197-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$867K premiums
Participants
149
8680 SWINNEA ROAD, SUITE 103 - SOUTHAVEN, MS 38671662-393-4990whitmor.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$4.4M - 72 part#502Fully Insured-$867K - 142 lives

Benefits portfolio analytics

1 plan / $867K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$710K
  • Short-term disability$51K
  • Dental$49K
  • Other$38K
  • Life$28K
  • Long-term disability$19K
  • +1 more
Total $867K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
  • TRANSAMERICA LIFE INSURANCE COMPANY4%
Total $867K3 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • JTS FINANCIAL SERVICES42%
  • EUGENE BUTCH LINSTER40%
  • ACUITY GROUP OF MS LLC18%
Total $37K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WHITMOR, INC. EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$4.4M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WHITMOR, INC. WELFARE PLAN

Fully Insured - BLUE CROSS & BLUE SHIELD OF MISSISSIPPI

Premiums$867K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITMOR, INC. EMPLOYEES' PROFIT SHARING PLAN401k$4.4M722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WHITMOR, INC. WELFARE PLANFully InsuredBLUE CROSS & BLUE SHIELD OF MISSISSIPPI$867K1422025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica