Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WORLD TRAVEL, INC.
EIN 23-2228965leisure, travel & tourismLatest filing 2025
Plans
3
Retirement
2
$157.4M assets
Welfare
1
$537K premiums
Participants
1,484
1724 WEST SCHUYLKILL ROAD - DOUGLASSVILLE, PA 19518484-269-2527worldtravelinc.comLinkedIn501-1000 employeesleisure, travel & tourism
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $157.4M assets / 1,231 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
72%top
- (Not disclosed)72%
- ADP BROKER-DEALER28%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $537K premiums / 482 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$537K
- Dental$506K
- Vision$506K
- Life$506K
- Short-term disability$506K
- Long-term disability$506K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY94%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WORLD TRAVEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$113.6M
Participants648
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WORLD TRAVEL, INC. 401(K) PLAN
401k
Assets$43.8M
Participants583
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WORLD TRAVEL, INC. HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$537K
Covered lives482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WORLD TRAVEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $113.6M | 648 | 2024 | |
| 002 | WORLD TRAVEL, INC. 401(K) PLAN | 401k | $43.8M | 583 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WORLD TRAVEL, INC. HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $537K | 482 | 2025 |
Retirement plans
Welfare plans