Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Dental$1.2M
- Vision$1.2M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
Sponsor portfolioTH
WHARTON-SMITH, INC.
EIN 59-2392802constructionLatest filing 2025
Plans
2
Retirement
1
$82.2M assets
Welfare
1
$1.2M premiums
Participants
1,771
750 MONROE ROAD - SANFORD, FL 32771407-321-8410whartonsmith.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 1,250 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- STANDARD INSURANCE COMPANY98%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
58%top
- USI INSURANCE SERVICES LLC58%
- CERIDIAN HCM INC26%
- MARSH & MCLENNAN AGENCY LLC16%
- RONALD C TRULUCK1%
- CAROL PURDY FIELDS0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WHARTON-SMITH, INC. 401(K) PLAN AND TRUST
401k
Assets$82.2M
Participants1,018
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WHARTON-SMITH, INC. CAFETERIA PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$1.2M
Covered lives1,250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | 401k | $82.2M | 1,018 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WHARTON-SMITH, INC. CAFETERIA PLAN | Mixed | STANDARD INSURANCE COMPANY | $1.2M | 1,250 | 2025 |
Retirement plans
Welfare plans