Assets by plan
Share of aggregate retirement assets
- 401(K) P/S PLAN (#001)$11.4M
Filings through .
Wescom, Inc.
EIN 46-0460708oil & energyLatest filing 2025
Plans
7
Retirement
2
$33.8M assets
Health & Benefits
5
$248K premiums
Participants
611
5137 JEAN DULUTH ROAD - DULUTH, MN 55803701-225-7847wescominc.comLinkedIn201-500 employeesoil & energy
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $33.8M assets / 457 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $248K premiums / 820 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$188K
- Prescription drug$188K
- Long-term disability$41K
- Life$19K
- Other$19K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WESCOM, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$22.5M
Participants240
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
WESCOM, INC. 401(K) P/S PLAN
401(k)
Assets$11.4M
Participants217
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
MEDICAL
Fully insured - NATIONAL HEALTH INSURANCE COMPANY
Premiums$188K
Covered lives154
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
LTD
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$41K
Covered lives222
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
LIFE AND AD&D
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$19K
Covered lives222
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
WESCOM, INC. DENTAL
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
STD
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$0
Covered lives222
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WESCOM, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $22.5M | 240 | 2025 |
| #001 | WESCOM, INC. 401(K) P/S PLAN | 401(k) | $11.4M | 217 | 2025 |
- #002 · ESOP · 2025240
- #001 · 401(k) · 2025217
Health & Benefits plans
5 plans on this EIN
| 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 |
- MEDICAL$188K#502 · Fully insured · NATIONAL HEALTH INSURANCE COMPANY · 2025154
- LTD$41K#505 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025222
- LIFE AND AD&D$19K#503 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025222
- #501 · Self-funded · 20250
- STD$0#504 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025222
Retirement plans
Health & Benefits plans