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  2. Wheaton Van Lines, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Wheaton Van Lines, Inc.

EIN 35-0795042-Transportation and Warehousing-Latest filing 2025
Plans
3
Retirement
2
$41.7M assets
Health & Benefits
1
$181K premiums
Participants
407
8010 CASTLETON RD - INDIANAPOLIS, IN 462502005317-558-1080
Plans on this EIN
3 filings
#002ESOP-$22.2M - 146 part#003401(k)-$19.5M - 143 part#501Mixed-$181K - 166 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $41.7M assets / 289 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$22.2M
  • & SUBSIDIARIES 401(K) (#003)$19.5M
Total $41.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)146
  • & SUBSIDIARIES 401(K) (#003)143
Total 289Select a row to open it

Benefits portfolio analytics

1 plan / $181K premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$169K
  • Life$169K
  • Long-term disability$169K
  • Other$169K
  • Vision$11K
Total $181K5 rows
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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

WHEATON VAN LINES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$22.2M
Participants146
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

WHEATON VAN LINES, INC. & SUBSIDIARIES 401(K) PLAN

401(k)

Assets$19.5M
Participants143
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WHEATON VAN LINES EMPLOYEES HEALTH & WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$181K
Covered lives166
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WHEATON VAN LINES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$22.2M1462025
#003WHEATON VAN LINES, INC. & SUBSIDIARIES 401(K) PLAN401(k)$19.5M1432025
  • WHEATON VAN LINES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$22.2M
    #002 · ESOP · 2025146
  • WHEATON VAN LINES, INC. & SUBSIDIARIES 401(K) PLAN$19.5M
    #003 · 401(k) · 2025143

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WHEATON VAN LINES EMPLOYEES HEALTH & WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$181K1662025
  • WHEATON VAN LINES EMPLOYEES HEALTH & WELFARE PLAN$181K
    #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025166
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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