PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WHEATON VAN LINES, INC.
Sponsor portfolioTH

WHEATON VAN LINES, INC.

EIN 35-0795042-Latest filing 2025
Plans
3
Retirement
2
$55.3M assets
Welfare
1
$181K premiums
Participants
403
8010 CASTLETON ROAD - INDIANAPOLIS, IN 46250317-849-7900
Plans on this EIN
3 filings
#003401k-$30.2M - 143 part#002ESOP-$25.1M - 142 part#501Mixed-$181K - 166 lives

Retirement portfolio analytics

2 plans aggregated / $55.3M assets / 285 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • & SUBSIDIARIES 401(K) (#003)55%
  • EMPLOYEE STOCK OWNERSHIP (#002)45%
Total $55.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & SUBSIDIARIES 401(K) (#003)143
  • EMPLOYEE STOCK OWNERSHIP (#002)142
Total 285Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA94%
  • EYEMED VISION CARE6%
Total $181K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $30K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

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

401k

Assets$30.2M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WHEATON VAN LINES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$25.1M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHEATON VAN LINES EMPLOYEES HEALTH & WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$181K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003WHEATON VAN LINES, INC. & SUBSIDIARIES 401(K) PLAN401k$30.2M1432024
002WHEATON VAN LINES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$25.1M1422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHEATON VAN LINES EMPLOYEES HEALTH & WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$181K1662025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica