PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WARD TRANSPORT & LOGISTICS CORP.
Sponsor portfolioTH

WARD TRANSPORT & LOGISTICS CORP.

EIN 23-1299361-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$99.3M assets
Welfare
1
$1.6M premiums
Participants
3,268
1436 WARD TRUCKING DRIVE - ALTOONA, PA 16602814-944-0803wardtlc.comLinkedIn1001-5000 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$99.3M - 1,810 part#501Mixed-$1.6M - 2,302 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 2,302 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$870K
  • Short-term disability$870K
  • Long-term disability$870K
  • Vision$120K
  • Dental$1K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA54%
  • RELIASTAR LIFE INSURANCE COMPANY35%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • UNITED CONCORDIA INSURANCE COMPANY0%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • MARSH & MCLENNAN AGENCY LLC63%
  • IBENEFIT COMMUNICATION LLC34%
  • BENEFIT EDUCATORS LLC3%
  • IMG0%
Total $300K4 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

WARD TRANSPORT & LOGISTICS CORP. 401(K) PROFIT SHARING PLAN

401k

Assets$99.3M
Participants1,810
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WARD TRANSPORT & LOGISTICS CORP. EMPLOYEE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives2,302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WARD TRANSPORT & LOGISTICS CORP. 401(K) PROFIT SHARING PLAN401k$99.3M1,8102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WARD TRANSPORT & LOGISTICS CORP. EMPLOYEE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.6M2,3022025
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