Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.5M
- Dental$1.5M
- Vision$1.5M
- Life$1.5M
- Short-term disability$1.5M
- Long-term disability$1.5M
Filings through .
Top hat
Wharton-Smith, Inc.
EIN 59-2392802constructionLatest filing 2025
Plans
2
Retirement
1
$104.5M assets
Health & Benefits
1
$1.2M premiums
Participants
1,947
750 MONROE ROAD - SANFORD, FL 32771407-321-8410whartonsmith.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.2M premiums / 1,250 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WHARTON-SMITH, INC. 401(K) PLAN AND TRUST
401(k)
Assets$104.5M
Participants1,194
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WHARTON-SMITH, INC. CAFETERIA PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$1.2M
Covered lives1,250
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | 401(k) | $104.5M | 1,194 | 2025 |
- #001 · 401(k) · 20251,194
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WHARTON-SMITH, INC. CAFETERIA PLAN | Mixed | STANDARD INSURANCE COMPANY | $1.2M | 1,250 | 2025 |
- #501 · Mixed · STANDARD INSURANCE COMPANY · 20251,250
Retirement plans
Health & Benefits plans