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  2. World Travel, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

World Travel, Inc.

EIN 23-2228965-leisure, travel & tourism-Latest filing 2025
Plans
3
Retirement
2
$158.2M assets
Health & Benefits
1
$537K premiums
Participants
1,448
1724 WEST SCHUYLKILL ROAD - DOUGLASSVILLE, PA 19518484-269-2527worldtravelinc.comLinkedIn501-1000 employeesleisure, travel & tourism
Plans on this EIN
3 filings
#003ESOP-$114.4M - 612 part#002401(k)-$43.8M - 583 part#501Mixed-$537K - 482 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $158.2M assets / 1,195 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$114.4M
  • TRAVEL, INC. 401(K) (#002)$43.8M
Total $158.2MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$114.4M
  • ADP BROKER-DEALER$43.8M
Total $158.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)612
  • TRAVEL, INC. 401(K) (#002)583
Total 1,195Select a row to open it

Benefits portfolio analytics

1 plan / $537K premiums / 482 covered lives

Coverage 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
Total $537K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

WORLD TRAVEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$114.4M
Participants612
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

WORLD TRAVEL, INC. 401(K) PLAN

401(k)

Assets$43.8M
Participants583
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WORLD TRAVEL, INC. HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$537K
Covered lives482
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003WORLD TRAVEL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$114.4M6122025
#002WORLD TRAVEL, INC. 401(K) PLAN401(k)$43.8M5832025
  • WORLD TRAVEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN$114.4M
    #003 · ESOP · 2025612
  • WORLD TRAVEL, INC. 401(K) PLAN$43.8M
    #002 · 401(k) · 2025583

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WORLD TRAVEL, INC. HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$537K4822025
  • WORLD TRAVEL, INC. HEALTH AND WELFARE PLAN$537K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025482
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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