Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$77K
- Short-term disability$77K
- Long-term disability$77K
- Other$77K
Sponsor portfolio
YANDLE-WITHERSPOON SUPPLY, INC.
EIN 56-0730258wholesaleLatest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$77K premiums
Participants
182
1816 WEST POINTE DRIVE SUITE A - CHARLOTTE, NC 28214704-372-2780yandlewitherspoon.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $77K premiums / 210 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- AMERICAN UNITED LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
84%top
- DAVID SIMAS84%
- DALE I DAVIS8%
- MARK J MATSOCK & ASSOCIATES INC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
YANDLE-WITHERSPOON SUPPLY, INC. RETIREMENT PLAN
401k
Assets$6.0M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
YANDLE WITHERSPOON SUPPLY INC HEALTH & WELFARE
Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$77K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | YANDLE-WITHERSPOON SUPPLY, INC. RETIREMENT PLAN | 401k | $6.0M | 64 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | YANDLE WITHERSPOON SUPPLY INC HEALTH & WELFARE | Mixed | AMERICAN UNITED LIFE INSURANCE COMPANY | $77K | 210 | 2025 |
Retirement plans
Welfare plans