Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $4.1M assets / 93 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $128K premiums / 98 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - WELLMARK INC.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WATERLOO WAREHOUSING & SERVICE CO., INC. 401(K) PLAN | 401(k) | $2.9M | 32 | 2025 |
| #002 | WATERLOO WAREHOUSING & SERVICE CO., INC. COLLECTIVELY BARGAINED EMPLOYEE 401(K) PLAN | 401(k) | $1.2M | 61 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WATERLOO WAREHOUSING & SERVICE HEALTH & WELFARE BENEFIT PLAN | Fully insured | WELLMARK INC. | $128K | 98 | 2025 |