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Sponsor portfolio

WALPOLE, INC.

EIN 59-1305687-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$11.7M assets
Welfare
1
$885K premiums
Participants
655
P. O. BOX 1177 - OKEECHOBEE, FL 34973863-763-5593walpoleinc.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#003401k-$11.7M - 334 part#501Mixed-$885K - 253 lives

Benefits portfolio analytics

1 plan / $885K premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$885K
  • Health$516K
  • Prescription drug$516K
Total $885K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • BLUE CROSS OF CALIFORNIA58%
  • HARTFORD LIFE AND ACCIDENT28%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY12%
  • UNITED HEALTHCARE INSURANCE COMPANY1%
Total $885K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $51K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

WALPOLE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$11.7M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALPOLE INC PREMIUM CONVERSATION PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$885K
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003WALPOLE, INC. 401(K) PROFIT SHARING PLAN401k$11.7M3342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALPOLE INC PREMIUM CONVERSATION PLANMixedBLUE CROSS AND BLUE SHIELD OF ALABAMA$885K2532025
Retirement plans
Welfare plans
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