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Sponsor portfolio

WHITE OAK TRANSPORTATION, INC.

EIN 63-1223451-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$2.3M premiums
Participants
469
PO BOX 876 - DECATUR, AL 35602256-432-0405whiteoaktrans.comLinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$2.9M - 279 part#501Fully Insured-$2.3M - 485 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 485 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Health$1.8M
  • Prescription drug$1.7M
  • Dental$509K
  • Vision$509K
  • Life$509K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • PRINCIPAL LIFE INSURANCE COMPANY22%
  • TRANSAMERICA LIFE INSURANCE COMPANY4%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • B2B PAYROLL & HR SOLUTIONS41%
  • LOGAN GREEN19%
  • VELOCITY BENEFITS16%
  • WEBTPA7%
  • LAKESHORE BENEFIT ALLIANCE LLC7%
  • +3 more
Total $125K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WHITE OAK TRANSPORTATION 401(K) PLAN

401k

Assets$2.9M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHITE OAK TRANSPORTATION EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.3M
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITE OAK TRANSPORTATION 401(K) PLAN401k$2.9M2792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHITE OAK TRANSPORTATION EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.3M4852025
Retirement plans
Welfare plans
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