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  2. WILLERT HOME PRODUCTS, INC.
Sponsor portfolio

WILLERT HOME PRODUCTS, INC.

EIN 43-0678433-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$16.0M assets
Welfare
1
$471K premiums
Participants
501
4044 PARK AVE. - ST. LOUIS, MO 63110314-772-2822willert.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
3 filings
#001401k-$13.6M - 177 part#005401k-$2.3M - 137 part#501Fully Insured-$471K - 440 lives

Retirement portfolio analytics

2 plans aggregated / $16.0M assets / 314 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PROFIT SHARING PLAN (#001)85%
  • UNION EMPLOYEES 401(K) (#005)15%
Total $16.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • (Not disclosed)85%
  • EPIC RETIREMENT PLAN SERVICES15%
Total $16.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)177
  • UNION EMPLOYEES 401(K) (#005)137
Total 314Click row to drill in

Benefits portfolio analytics

1 plan / $471K premiums / 440 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$358K
  • Dental$38K
  • Vision$38K
  • Health$38K
  • Other$27K
  • Life$15K
  • +1 more
Total $471K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • HCC LIFE INSURANCE COMPANY76%
  • UNITEDHEALTHCARE INSURANCE COMPANY16%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Total $471K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MARSH & MCLENNAN AGENCY LLC88%
  • REUBEN WARNER ASSOCIATES, INC.12%
Total $21K2 slices

Plan deep-dives

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

WILLERT HOME PRODUCTS, INC. PROFIT SHARING PLAN

401k

Assets$13.6M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

WILLERT HOME PRODUCTS, INC. UNION EMPLOYEES 401(K) PLAN

401k

Assets$2.3M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLERT HOME PRODUCTS

Fully Insured - HCC LIFE INSURANCE COMPANY

Premiums$471K
Covered lives440
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WILLERT HOME PRODUCTS, INC. PROFIT SHARING PLAN401k$13.6M1772025
005WILLERT HOME PRODUCTS, INC. UNION EMPLOYEES 401(K) PLAN401k$2.3M1372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLERT HOME PRODUCTSFully InsuredHCC LIFE INSURANCE COMPANY$471K4402025
Retirement plans
Welfare plans
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