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Sponsor portfolio

WHITLEY MANUFACTURING CO., INC.

EIN 35-1891014-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$618K premiums
Participants
388
201 WEST FIRST STREET - SOUTH WHITLEY, IN 46787260-723-5131whitleymanufacturing.comLinkedIn201-500 employees
Plans on this EIN
2 filings
#001401k-$5.5M - 191 part#503Mixed-$618K - 197 lives

Benefits portfolio analytics

1 plan / $618K premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$44K
  • Vision$44K
  • Life$44K
  • Long-term disability$44K
  • Other$44K
Total $44K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $44K1 slice

Broker market share

Schedule A broker compensation

Split broker
63%top
  • LOCKTON COMPANIES, LLC63%
  • NXTGEN, LLC25%
  • KEYSTONE INSURANCE & BENEFITS GROUP12%
Total $5K3 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

WHITLEY MANUFACTURING CO., INC. 401(K) RETIREMENT PLAN

401k

Assets$5.5M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WHITLEY MANUFACTURING CO., INC. HEALTH AND WELFARE PLAN

Mixed - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY

Premiums$618K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITLEY MANUFACTURING CO., INC. 401(K) RETIREMENT PLAN401k$5.5M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WHITLEY MANUFACTURING CO., INC. HEALTH AND WELFARE PLANMixedFAIR AMERICAN INSURANCE AND REINSURANCE COMPANY$618K1972025
Retirement plans
Welfare plans
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