Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILSON TRAILER LONG TERM DISABILITY PLAN
EIN 42-0603090transportation/trucking/railroadLatest filing 2025
Plans
5
Retirement
3
$156.5M assets
Welfare
2
$2.1M premiums
Participants
2,371
PO BOX 6300 - SIOUX CITY, IA 511066300712-252-6500LinkedIn201-500 employeestransportation/trucking/railroad
Retirement portfolio analytics
3 plans aggregated / $156.5M assets / 1,232 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.1M premiums / 1,613 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Stop-loss$1.8M
- Life$127K
- Vision$83K
- Long-term disability$69K
Carrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- RELIANCE STANDARD LIFE INSURANCE COMPANY9%
- DELTA DENTAL OF CALIFORNIA4%
Broker market share
Schedule A broker compensation
75%top
- HOLMES MURPHY & ASSOCIATES75%
- AVANT SPECIALTY BENEFITS LLC25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILSON TRAILER COMPANY RETIREMENT PLAN FOR OFFICE EMPLOYEES
401k
Assets$101.0M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILSON TRAILER COMPANY RETIREMENT PLAN FOR PRODUCTION EMPLOYEES
401k
Assets$43.7M
Participants645
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WILSON TRAILER COMPANY RETIREMENT PLAN FOR S EMPLOYEES
401k
Assets$11.9M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
WILSON TRAILER COMPANY HEALTH CARE PLAN FOR S EMPL
Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD
Premiums$1.9M
Covered lives690
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
WILSON TRAILER COMPANY LONG TERM DISABILITY PLAN
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$196K
Covered lives923
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILSON TRAILER COMPANY RETIREMENT PLAN FOR OFFICE EMPLOYEES | 401k | $101.0M | 306 | 2024 | |
| 002 | WILSON TRAILER COMPANY RETIREMENT PLAN FOR PRODUCTION EMPLOYEES | 401k | $43.7M | 645 | 2024 | |
| 003 | WILSON TRAILER COMPANY RETIREMENT PLAN FOR S EMPLOYEES | 401k | $11.9M | 281 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | WILSON TRAILER COMPANY HEALTH CARE PLAN FOR S EMPL | Mixed | WELLMARK BLUE CROSS AND BLUE SHIELD | $1.9M | 690 | 2025 | |
| 502 | WILSON TRAILER COMPANY LONG TERM DISABILITY PLAN | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $196K | 923 | 2025 |
Retirement plans
Welfare plans