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Sponsor portfolio

WHITELEY INFRSTRUCTURE GROUP

EIN 85-1273779-Latest filing 2025
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$910K premiums
Participants
356
655 LANGHAM RD STE 14 - BEAUMONT, TX 777073441312-813-0007
Plans on this EIN
2 filings
#001401k-$4.7M - 298 part#501Fully Insured-$910K - 83 lives

Benefits portfolio analytics

1 plan / $910K premiums / 83 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$837K
  • Dental$837K
  • Life$66K
  • Short-term disability$66K
  • Long-term disability$66K
  • Other$66K
  • +1 more
Total $910K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $910K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $2K1 slice

Plan deep-dives

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

WHITELEY TECHNICAL SERVICES, LL 401(K) PLAN

401k

Assets$4.7M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHITELEY INFRSTRUCTURE GROUP WRAP PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$910K
Covered lives83
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITELEY TECHNICAL SERVICES, LL 401(K) PLAN401k$4.7M2982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHITELEY INFRSTRUCTURE GROUP WRAP PLANFully InsuredHEALTH CARE SERVICE CORPORATION$910K832025
Retirement plans
Welfare plans
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