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Sponsor portfolio

WB HOLDINGS, INC.

EIN 39-1676059-logistics and supply chain-Latest filing 2025
Plans
3
Retirement
1
$38.6M assets
Welfare
2
$195K premiums
Participants
998
6487 HIGHWAY 175 - ALLENTON, WI 53002262-629-5000LinkedIn1-10 employeeslogistics and supply chain
Plans on this EIN
3 filings
#003401k-$38.6M - 552 part#502Mixed-$195K - 402 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $195K premiums / 402 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$176K
  • Short-term disability$176K
  • Long-term disability$176K
  • Other$176K
  • Vision$19K
Total $195K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA90%
  • SUPERIOR DENTAL CARE10%
Total $195K2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • USI INSURANCE SERVICES LLC99%
  • IMG1%
Total $12K2 slices

Plan deep-dives

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

WB HOLDINGS, INC. 401(K) PLAN

401k

Assets$38.6M
Participants552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WB HOLDINGS WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$195K
Covered lives402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WB HOLDINGS INC FSA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003WB HOLDINGS, INC. 401(K) PLAN401k$38.6M5522025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WB HOLDINGS WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$195K4022025
501WB HOLDINGS INC FSA PLANSelf Funded-$002024
Retirement plans
Welfare plans
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