PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. W.M. ENTERPRISES, INC.
Sponsor portfolio

W.M. ENTERPRISES, INC.

EIN 25-1675849-Latest filing 2025
Plans
3
Retirement
1
$3.3M assets
Welfare
2
$130K premiums
Participants
62
1310 CROOKED HILL RD. STE 800 - HARRISBURG, PA 17110717-238-5751
Plans on this EIN
3 filings
#001401k-$3.3M - 39 part#502Mixed-$130K - 40 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $130K premiums / 40 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$115K
  • Dental$13K
  • Vision$2K
Total $130K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HM LIFE INSURANCE COMPANY89%
  • UNITED CONCORDIA INSURANCE COMPANY10%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $130K3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • URL INC88%
  • BRANDT INC12%
Total $2K2 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

W.M. ENTERPRISES INC 401(K) & PROFIT SHARING PLAN

401k

Assets$3.3M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

W.M. ENTERPRISES, INC. WELFARE BENEFIT PLAN (502)

Mixed - HM LIFE INSURANCE COMPANY

Premiums$130K
Covered lives40
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

W.M. ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001W.M. ENTERPRISES INC 401(K) & PROFIT SHARING PLAN401k$3.3M392024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502W.M. ENTERPRISES, INC. WELFARE BENEFIT PLAN (502)MixedHM LIFE INSURANCE COMPANY$130K402025
501W.M. ENTERPRISES, INC. EMPLOYEE BENEFIT PLANSelf Funded-$002024
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