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Sponsor portfolioTH

WOHLSEN CONSTRUCTION COMPANY

EIN 23-1542546-construction-Latest filing 2024
Plans
3
Retirement
2
$72.8M assets
Welfare
1
$470K premiums
Participants
1,059
548 STEEL WAY - LANCASTER, PA 17604717-299-2500wohlsenconstruction.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002401k-$41.0M - 431 part#005ESOP-$31.8M - 363 part#504Mixed-$470K - 442 lives

Retirement portfolio analytics

2 plans aggregated / $72.8M assets / 794 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CONSTRUCTION COMPANY 401(K) (#002)56%
  • EMPLOYEE STOCK OWNERSHIP (#005)44%
Total $72.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • (Not disclosed)56%
  • PRINCIPAL LIFE INSURANCE COMPANY44%
Total $72.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONSTRUCTION COMPANY 401(K) (#002)431
  • EMPLOYEE STOCK OWNERSHIP (#005)363
Total 794Click row to drill in

Benefits portfolio analytics

1 plan / $470K premiums / 442 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$444K
  • Life$444K
  • Long-term disability$444K
  • Other$444K
  • Vision$26K
Total $470K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA94%
  • BLUE CROSS OF CALIFORNIA6%
Total $470K2 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • ASSUREDPARTNERS64%
  • GCG FINANCIAL LLC36%
Total $54K2 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

WOHLSEN CONSTRUCTION COMPANY 401(K) PLAN

401k

Assets$41.0M
Participants431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$31.8M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

WOHLSEN CONSTRUCTION COMPANY EMPLOYEES WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$470K
Covered lives442
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WOHLSEN CONSTRUCTION COMPANY 401(K) PLAN401k$41.0M4312024
005WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$31.8M3632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WOHLSEN CONSTRUCTION COMPANY EMPLOYEES WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$470K4422024
Retirement plans
Welfare plans
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