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Sponsor portfolioTH

WORLD ACCEPTANCE CORPORATION

EIN 57-0425114-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$80.6M assets
Welfare
1
$2.4M premiums
Participants
6,371
104 S MAIN STREET - GREENVILLE, SC 29601864-298-9800westbrookepatiohomes.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$80.6M - 3,736 part#501Mixed-$2.4M - 3,479 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 3,479 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.3M
  • Long-term disability$1.3M
  • Other$1.3M
  • Dental$949K
  • Vision$189K
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA54%
  • DELTA DENTAL OF CALIFORNIA39%
  • VISION SERVICE PLAN8%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $155K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS PLAN

401k

Assets$80.6M
Participants3,736
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WORLD ACCEPTANCE CAFETERIA PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.4M
Covered lives3,479
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS PLAN401k$80.6M3,7362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WORLD ACCEPTANCE CAFETERIA PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.4M3,4792024
Retirement plans
Welfare plans
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