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Sponsor portfolio

WHIRLEY INDUSTRIES, INC.

EIN 25-1183490-Latest filing 2025
Plans
2
Retirement
1
$45.8M assets
Welfare
1
$131K premiums
Participants
844
618 FOURTH AVENUE - WARREN, PA 16365814-723-7600whirleydrinkworks.usLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$45.8M - 484 part#504Mixed-$131K - 569 lives

Benefits portfolio analytics

1 plan / $131K premiums / 569 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$111K
  • Other$111K
  • Vision$20K
Total $131K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • METROPOLITAN LIFE INSURANCE COMPANY85%
  • HEARTLAND15%
Total $131K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CALVERT-PEARSON INSURANCE GROUP INC100%
Total $9K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WHIRLEY INDUSTRIES, INC. TEAMMATES 401(K) PROFIT SHARING PLAN

401k

Assets$45.8M
Participants484
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

WHIRLEY INDUSTRIES, INC. HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$131K
Covered lives569
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHIRLEY INDUSTRIES, INC. TEAMMATES 401(K) PROFIT SHARING PLAN401k$45.8M4842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WHIRLEY INDUSTRIES, INC. HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$131K5692025
Retirement plans
Welfare plans
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