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Sponsor portfolio

WHITTIER EMPLOYEE RESOURCES INC.

EIN 26-2549460-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$34.9M assets
Welfare
1
$643K premiums
Participants
1,896
25-35 RAILROAD SQUARE - HAVERHILL, MA 01832978-556-5909
Plans on this EIN
2 filings
#001401k-$34.9M - 1,470 part#501Fully Insured-$643K - 1,827 lives

Benefits portfolio analytics

1 plan / $643K premiums / 1,827 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$335K
  • Dental$335K
  • Vision$335K
  • Life$234K
  • Short-term disability$116K
  • Long-term disability$58K
  • +1 more
Total $643K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNITEDHEALTHCARE INSURANCE COMPANY52%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • TRUSTMARK INSURANCE COMPANY7%
  • PROGRESSIVE BENEFIT SOLUTIONS, LLC0%
Total $643K5 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • CAVENEY INSURANCE GROUP42%
  • JENNIFER GERVASIO37%
  • USI INSURANCE SERVICES LLC9%
  • J KING INSURANCE INC4%
  • LAURIE SEUBERT4%
  • +3 more
Total $41K8 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

WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN

401k

Assets$34.9M
Participants1,470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHITTIER EMPLOYEE RESOURCES, INC. WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$643K
Covered lives1,827
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN401k$34.9M1,4702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHITTIER EMPLOYEE RESOURCES, INC. WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$643K1,8272025
Retirement plans
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