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Sponsor portfolio

WAREHOUSE SERVICES, INC.

EIN 57-0830863-Latest filing 2025
Plans
2
Retirement
1
$123.1M assets
Welfare
1
$3.4M premiums
Participants
7,195
427 LOCUST STREET - MOUNT VERNON, IN 47620812-833-6600
Plans on this EIN
2 filings
#001401k-$123.1M - 4,224 part#501Mixed-$3.4M - 3,584 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 3,584 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.4M
  • Short-term disability$2.4M
  • Long-term disability$2.4M
  • Other$2.4M
  • Dental$790K
  • Vision$241K
Total $3.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY70%
  • DELTA DENTAL OF CALIFORNIA23%
  • VISION SERVICE PLAN7%
Total $3.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • LOCKTON COMPANIES, LLC44%
  • EXPLAIN MY BENEFITS LLC44%
  • TRI-STATE BENEFIT SPECIALISTS12%
Total $326K3 slices

Plan deep-dives

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

WAREHOUSE SERVICES, INC. PROFIT SHARING PLAN

401k

Assets$123.1M
Participants4,224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WAREHOUSE SERVICES, INC. WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$3.4M
Covered lives3,584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WAREHOUSE SERVICES, INC. PROFIT SHARING PLAN401k$123.1M4,2242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WAREHOUSE SERVICES, INC. WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$3.4M3,5842025
Retirement plans
Welfare plans
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