PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WORLDWIDE EQUIPMENT ENTERPRISES, INC. AND SUBSIDIARIES
Sponsor portfolio

WORLDWIDE EQUIPMENT ENTERPRISES, INC. AND SUBSIDIARIES

EIN 61-1077939-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$31.6M assets
Welfare
1
$1.4M premiums
Participants
1,826
PO BOX 6329 - KNOXVILLE, TN 37914606-874-2772thetruckpeople.comLinkedIn1001-5000 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#002401k-$31.6M - 999 part#501Fully Insured-$1.4M - 980 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 980 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$661K
  • Life$441K
  • Dental$273K
  • Short-term disability$256K
  • Health$220K
  • Long-term disability$142K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY74%
  • DELTA DENTAL OF CALIFORNIA19%
  • VISION SERVICE PLAN6%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • TRUENORTH COMPANIES LC69%
  • TRUE NORTH COMPANIES LC19%
  • FMLASOURCE INC7%
  • WATCHTOWER BENEFITS, LLC5%
Total $292K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WORLDWIDE EQUIPMENT ENTERPRISES, INC. EMPLOYEES SAVINGS

401k

Assets$31.6M
Participants999
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WORLDWIDE EQUIPMENT ENTERPRISES, INC. AND SUBSIDIARIES EMPLOYEE BENEFITS PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives980
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WORLDWIDE EQUIPMENT ENTERPRISES, INC. EMPLOYEES SAVINGS401k$31.6M9992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WORLDWIDE EQUIPMENT ENTERPRISES, INC. AND SUBSIDIARIES EMPLOYEE BENEFITS PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$1.4M9802025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica