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Sponsor portfolio

WHITESTONE TRANSPORTATION LLC

EIN 20-8229147-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$799K assets
Welfare
1
$1.1M premiums
Participants
280
17 SHILOH CHURCH ROAD - MOSELLE, MS 39459601-450-7710whitestonetrans.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#002401k-$799K - 141 part#501Mixed-$1.1M - 185 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$886K
  • Other$155K
  • Life$89K
  • Short-term disability$49K
  • Vision$13K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY20%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • STEPHENS INSURANCE LLC64%
  • AVANT SPECIALTY BENEFITS LLC32%
  • OPTIBEN LLC4%
Total $51K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WHITESTONE TRANSPORTATION LLC 401(K) PLAN

401k

Assets$799K
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHITESTONE TRANSPORTATION, LLC BENEFIT PLAN

Mixed - BLUE CROSS & BLUE SHIELD OF MISSISSIPPI

Premiums$1.1M
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WHITESTONE TRANSPORTATION LLC 401(K) PLAN401k$799K1412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHITESTONE TRANSPORTATION, LLC BENEFIT PLANMixedBLUE CROSS & BLUE SHIELD OF MISSISSIPPI$1.1M1852025
Retirement plans
Welfare plans
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