Assets by plan
Share of aggregate retirement assets
- TRUST AND PLAN (#002)$47.2M
- SHARING & 401(K) (#004)$20.3M
Filings through .
Top hat
The Will-Burt Company
EIN 34-0620280consumer goodsLatest filing 2025
Plans
3
Retirement
2
$67.5M assets
Health & Benefits
1
$288K premiums
Participants
1,029
401 COLLINS BOULEVARD, PO BOX 900 - ORRVILLE, OH 446679752330-684-4001willburt.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $67.5M assets / 774 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $288K premiums / 312 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$288K
- Vision$279K
- Life$279K
- Short-term disability$279K
- Long-term disability$279K
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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#002
THE WILL-BURT COMPANY EMPLOYEE STOCK OWNERSHIP TRUST AND PLAN
ESOP
Assets$47.2M
Participants418
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN
401(k)
Assets$20.3M
Participants356
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE WILL-BURT COMPANY, INC. WELFARE BENEFIT PLAN
Mixed - GUARDIAN
Premiums$288K
Covered lives312
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE WILL-BURT COMPANY EMPLOYEE STOCK OWNERSHIP TRUST AND PLAN | ESOP | $47.2M | 418 | 2025 |
| #004 | THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN | 401(k) | $20.3M | 356 | 2025 |
- #002 · ESOP · 2025418
- #004 · 401(k) · 2025356
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE WILL-BURT COMPANY, INC. WELFARE BENEFIT PLAN | Mixed | GUARDIAN | $288K | 312 | 2025 |
- #501 · Mixed · GUARDIAN · 2025312
Retirement plans
Health & Benefits plans