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  2. WHITE CASTLE SYSTEM, INC.
Sponsor portfolioTH

WHITE CASTLE SYSTEM, INC.

EIN 31-4340520-restaurants-Latest filing 2024
Plans
8
Retirement
3
$441.3M assets
Welfare
5
$26.8M premiums
Participants
22,309
P. O. BOX 1498, 555 EDGAR WALDO WAY - COLUMBUS, OH 432161498614-228-5781LinkedIn1-10 employeesrestaurants
Plans on this EIN
8 filings
#001ProfitSharing-$176.5M - 4,819 part#002TraditionalDB-$168.1M - 3,951 part#003401k-$96.7M - 2,208 part#501Fully Insured-$24.6M - 1,830 lives#505Fully Insured-$964K - 4,454 lives#507Fully Insured-$964K - 4,454 lives#502Fully Insured-$333K - 755 lives#508Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $441.3M assets / 10,978 participants

Assets by plan

Share of aggregate retirement assets

40%top
  • PROFIT SHARING PLAN (#001)40%
  • PLAN AND TRUST (#002)38%
  • 401(K) RETIREMENT Savings (#003)22%
Total $441.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • (Not disclosed)78%
  • THE VANGUARD GROUP, INC.22%
Total $441.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4,819
  • PLAN AND TRUST (#002)3,951
  • 401(K) RETIREMENT Savings (#003)2,208
Total 10,978Click row to drill in

Benefits portfolio analytics

5 plans / $26.8M premiums / 11,493 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$24.6M
  • Short-term disability$2.3M
  • Life$1.9M
  • Long-term disability$1.9M
  • Other$1.9M
  • Prescription drug$1.2M
Total $26.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • COMMUNITY INSURANCE COMPANY56%
  • UNITEDHEALTHCARE INSURANCE COMPANY17%
  • AETNA LIFE INSURANCE COMPANY9%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
  • MEDICAL MUTUAL5%
  • +3 more
Total $26.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • AON CONSULTING INC96%
  • RSC INSURANCE BROKERAGE INC3%
  • JENNIFER N BUCK1%
  • ALLIANT INSURANCE SERVICES, INC.0%
Total $690K4 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

WHITE CASTLE PROFIT SHARING PLAN

ProfitSharing

Assets$176.5M
Participants4,819
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WHITE CASTLE PENSION PLAN AND TRUST

TraditionalDB

Assets$168.1M
Participants3,951
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WHITE CASTLE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$96.7M
Participants2,208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHITE CASTLE SYSTEM, INC. GROUP LIFE, HOSPITAL, SURGICAL AND MAJOR MEDICAL

Fully Insured - COMMUNITY INSURANCE COMPANY(G1728)

Premiums$24.6M
Covered lives1,830
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

WHITE CASTLE SYSTEM, INC. LONG TERM DISABILITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$964K
Covered lives4,454
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

WHITE CASTLE SYSTEM, INC. FAMILY SECURITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$964K
Covered lives4,454
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WHITE CASTLE SYSTEM, INC. SICK BENEFITS

Fully Insured - ARCH INSURANCE COMPANY

Premiums$333K
Covered lives755
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

WHITE CASTLE SYSTEM, INC. WELFARE BENEFIT DIRECT REIMBURSEMENT PLAN

Self Funded

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

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001WHITE CASTLE PROFIT SHARING PLANProfitSharing$176.5M4,8192024
002WHITE CASTLE PENSION PLAN AND TRUSTTraditionalDB$168.1M3,9512024
003WHITE CASTLE 401(K) RETIREMENT SAVINGS PLAN401k$96.7M2,2082024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHITE CASTLE SYSTEM, INC. GROUP LIFE, HOSPITAL, SURGICAL AND MAJOR MEDICALFully InsuredCOMMUNITY INSURANCE COMPANY(G1728)$24.6M1,8302024
505WHITE CASTLE SYSTEM, INC. LONG TERM DISABILITY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$964K4,4542024
507WHITE CASTLE SYSTEM, INC. FAMILY SECURITY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$964K4,4542024
502WHITE CASTLE SYSTEM, INC. SICK BENEFITSFully InsuredARCH INSURANCE COMPANY$333K7552024
508WHITE CASTLE SYSTEM, INC. WELFARE BENEFIT DIRECT REIMBURSEMENT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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