Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESCOM, INC.
EIN 46-0460708oil & energyLatest filing 2025
Plans
7
Retirement
2
$19.8M assets
Welfare
5
$248K premiums
Participants
673
5137 JEAN DULUTH ROAD - DULUTH, MN 55803701-225-7847wescominc.comLinkedIn201-500 employeesoil & energy
Retirement portfolio analytics
2 plans aggregated / $19.8M assets / 519 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $248K premiums / 820 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$188K
- Prescription drug$188K
- Long-term disability$41K
- Life$19K
- Other$19K
Carrier market share
Premium dollars by Schedule A carrier
76%top
- NATIONAL HEALTH INSURANCE COMPANY76%
- SUN LIFE ASSURANCE COMPANY OF CANADA24%
Broker market share
Schedule A broker compensation
70%top
- NATIONAL HEALTH INSURANCE COMPANY70%
- NATIONAL GENERAL INSURANCE COMPANY13%
- HOLMES MURPHY & ASSOCIATES9%
- GROUP BENEFITS LTD7%
- C2 CENTRIC LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WESCOM, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.7M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WESCOM, INC. 401(K) P/S PLAN
401k
Assets$8.1M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MEDICAL
Fully Insured - NATIONAL HEALTH INSURANCE COMPANY
Premiums$188K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
LTD
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$41K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
LIFE AND AD&D
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$19K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
WESCOM, INC. DENTAL
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
STD
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$0
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WESCOM, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.7M | 208 | 2024 | |
| 001 | WESCOM, INC. 401(K) P/S PLAN | 401k | $8.1M | 311 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MEDICAL | Fully Insured | NATIONAL HEALTH INSURANCE COMPANY | $188K | 154 | 2025 | |
| 505 | LTD | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $41K | 222 | 2025 | |
| 503 | LIFE AND AD&D | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $19K | 222 | 2025 | |
| 501 | WESCOM, INC. DENTAL | Self Funded | - | $0 | 0 | 2025 | |
| 504 | STD | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | 222 | 2025 |
Retirement plans
Welfare plans