Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $101.3M assets / 1,095 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $1.5M premiums / 683 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WITHERSRAVENEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $58.4M | 535 | 2025 |
| #001 | WITHERSRAVENEL, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $42.9M | 560 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WITHERSRAVENEL HEALTH INSURANCE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.5M | 683 | 2025 |