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Sponsor portfolio

WHKS & CO.

EIN 42-0943938-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$23.6M assets
Welfare
1
$2.0M premiums
Participants
283
1412 6TH STREET SW - MASON CITY, IA 50401641-423-8271whks.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$23.6M - 157 part#501Fully Insured-$2.0M - 126 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$93K
  • Other$53K
  • Life$50K
  • Short-term disability$50K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • SAND CREEK EAP, LLC0%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WHKS & CO. SAVINGS PLAN

401k

Assets$23.6M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHKS EMPLOYEE BENEFITS PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$2.0M
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHKS & CO. SAVINGS PLAN401k$23.6M1572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHKS EMPLOYEE BENEFITS PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$2.0M1262025
Retirement plans
Welfare plans
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