Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WITHERSRAVENEL
EIN 56-1740520civil engineeringLatest filing 2025
Plans
3
Retirement
2
$78.5M assets
Welfare
1
$1.5M premiums
Participants
1,440
167 E. CHATHAM STREET, SUITE 210 - CARY, NC 27511919-469-3340withersravenel.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $78.5M assets / 993 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- (Not disclosed)58%
- NEWPORT GROUP, INC.42%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 683 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$734K
- Dental$300K
- Other$144K
- Long-term disability$119K
- Short-term disability$114K
- Life$109K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
50%top
- SUN LIFE ASSURANCE COMPANY OF CANADA50%
- UNITED OF OMAHA LIFE INSURANCE COMPANY24%
- DELTA DENTAL OF CALIFORNIA21%
- SUPERIOR VISION PLAN OF TEXAS3%
- HARTFORD LIFE AND ACCIDENT2%
- +1 more
Broker market share
Schedule A broker compensation
87%top
- JAMES A SCOTT & SON INC87%
- C2 CENTRIC LLC6%
- WATCHTOWER BENEFITS, LLC4%
- MOSAIC GROUP SERVICES2%
- WORTHAM SAN ANTONIO INC1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WITHERSRAVENEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$45.2M
Participants451
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WITHERSRAVENEL, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$33.4M
Participants542
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WITHERSRAVENEL HEALTH INSURANCE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.5M
Covered lives683
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WITHERSRAVENEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $45.2M | 451 | 2024 | |
| 001 | WITHERSRAVENEL, INC. 401(K) PROFIT SHARING PLAN | 401k | $33.4M | 542 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WITHERSRAVENEL HEALTH INSURANCE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.5M | 683 | 2025 |
Retirement plans
Welfare plans