Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$117K
- Short-term disability$117K
- Long-term disability$117K
- Other$117K
- Dental$60K
- Vision$13K
Sponsor portfolio
THE WHITAKER COMPANY
EIN 58-0704049Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$181K premiums
Participants
260
1557 MARIETTA ROAD NW - ATLANTA, GA 30318404-355-8220
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $181K premiums / 167 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY62%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA31%
- EYEMED VISION CARE7%
Broker market share
Schedule A broker compensation
96%top
- MARSH & MCLENNAN AGENCY LLC96%
- MCGRIFF INSURANCE SERVICES INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE WHITAKER COMPANY
401k
Assets$13.2M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WHITAKER COMPANY
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$181K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WHITAKER COMPANY | 401k | $13.2M | 145 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WHITAKER COMPANY | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $181K | 167 | 2025 |
Retirement plans
Welfare plans