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Sponsor portfolio

WITTE BROTHERS EXCHANGE, INC.

EIN 43-0715605-Transportation and Warehousing-Latest filing 2025
Plans
4
Retirement
1
$10.8M assets
Welfare
3
$142K premiums
Participants
1,054
575 WITTE INDUSTRIAL COURT - TROY, MO 63379636-462-8402LinkedIn11-50 employees
Plans on this EIN
4 filings
#001401k-$10.8M - 281 part#503Mixed-$126K - 438 lives#501Mixed-$17K - 368 lives#504Self Funded-0 lives

Benefits portfolio analytics

3 plans / $142K premiums / 806 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$126K
  • Long-term disability$126K
  • Other$126K
  • Vision$17K
Total $142K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • RELIASTAR LIFE INSURANCE COMPANY88%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
Total $142K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $20K1 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

WITTE BROTHERS EXCHANGE, INC. 401K PROFIT SHARING PLAN

401k

Assets$10.8M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WITTE BROTHERS EXCHANGE, INC. LIFE AND DISABILITY PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$126K
Covered lives438
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WITTE BROTHERS EXCHANGE, INC. MEDICAL PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$17K
Covered lives368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

WITTE BROTHERS EXCHANGE, INC. DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WITTE BROTHERS EXCHANGE, INC. 401K PROFIT SHARING PLAN401k$10.8M2812025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WITTE BROTHERS EXCHANGE, INC. LIFE AND DISABILITY PLANMixedRELIASTAR LIFE INSURANCE COMPANY$126K4382025
501WITTE BROTHERS EXCHANGE, INC. MEDICAL PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$17K3682025
504WITTE BROTHERS EXCHANGE, INC. DENTAL PLANSelf Funded-$002025
Retirement plans
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