Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolioTH
THE WILL-BURT COMPANY, INC.
EIN 34-0620280consumer goodsLatest filing 2025
Plans
3
Retirement
2
$61.7M assets
Welfare
1
$288K premiums
Participants
984
401 COLLINS BLVD - ORRVILLE, OH 44667330-684-4010willburt.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $61.7M assets / 729 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $288K premiums / 312 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$288K
- Vision$279K
- Life$279K
- Short-term disability$279K
- Long-term disability$279K
Carrier market share
Premium dollars by Schedule A carrier
97%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA97%
- ESI EMPLOYEE ASSISTANCE GROUP3%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- ACRISURE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE WILL-BURT COMPANY EMPLOYEE STOCK OWNERSHIP TRUST AND PLAN
ESOP
Assets$43.1M
Participants361
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN
401k
Assets$18.6M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WILL-BURT COMPANY, INC. WELFARE BENEFIT PLAN
Mixed - GUARDIAN
Premiums$288K
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE WILL-BURT COMPANY EMPLOYEE STOCK OWNERSHIP TRUST AND PLAN | ESOP | $43.1M | 361 | 2024 | |
| 004 | THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN | 401k | $18.6M | 368 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WILL-BURT COMPANY, INC. WELFARE BENEFIT PLAN | Mixed | GUARDIAN | $288K | 312 | 2025 |
Retirement plans
Welfare plans