PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WATERLOO WAREHOUSING & SERVICE CO., INC.
Sponsor portfolioTH

WATERLOO WAREHOUSING & SERVICE CO., INC.

EIN 42-1195655-Transportation and Warehousing-Latest filing 2025
Plans
3
Retirement
2
$4.1M assets
Welfare
1
$128K premiums
Participants
185
324 DURYEA ST. - WATERLOO, IA 50701319-236-0467wwscusa.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$2.9M - 32 part#002401k-$1.2M - 61 part#501Fully Insured-$128K - 98 lives

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 93 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CO., INC. 401(K) (#001)71%
  • BARGAINED EMPLOYEE 401(K) (#002)29%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BARGAINED EMPLOYEE 401(K) (#002)61
  • CO., INC. 401(K) (#001)32
Total 93Click row to drill in

Benefits portfolio analytics

1 plan / $128K premiums / 98 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$52K
  • Short-term disability$40K
  • Life$31K
  • Dental$30K
  • Health$21K
  • Vision$7K
Total $128K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • STANDARD INSURANCE COMPANY55%
  • BLUE CROSS OF CALIFORNIA23%
  • HCC LIFE INSURANCE COMPANY16%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
Total $128K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • TRUENORTH COMPANIES LC100%
Total $7K1 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

WATERLOO WAREHOUSING & SERVICE CO., INC. 401(K) PLAN

401k

Assets$2.9M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WATERLOO WAREHOUSING & SERVICE CO., INC. COLLECTIVELY BARGAINED EMPLOYEE 401(K) PLAN

401k

Assets$1.2M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WATERLOO WAREHOUSING & SERVICE HEALTH & WELFARE BENEFIT PLAN

Fully Insured - WELLMARK INC.

Premiums$128K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WATERLOO WAREHOUSING & SERVICE CO., INC. 401(K) PLAN401k$2.9M322025
002WATERLOO WAREHOUSING & SERVICE CO., INC. COLLECTIVELY BARGAINED EMPLOYEE 401(K) PLAN401k$1.2M612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WATERLOO WAREHOUSING & SERVICE HEALTH & WELFARE BENEFIT PLANFully InsuredWELLMARK INC.$128K982025
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