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  2. WHOA & CO., INC.
Sponsor portfolio

WHOA & CO., INC.

EIN 85-3285923-Construction-Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$102K premiums
Participants
335
13315 WESTERN OAKS DRIVE, P.O. BOX 1289 - HELOTES, TX 780231289210-695-9113
Plans on this EIN
2 filings
#001401k-$10.5M - 138 part#501Mixed-$102K - 195 lives

Benefits portfolio analytics

1 plan / $102K premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$59K
  • Other$59K
  • Dental$32K
  • Vision$10K
Total $102K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY58%
  • AMERITAS LIFE INSURANCE CORP.32%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY10%
Total $102K3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • CROWN RISK MANAGEMENT, LLC73%
  • GCG FINANCIAL LLC27%
Total $18K2 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

ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN

401k

Assets$10.5M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHOA & CO., INC., AND SUBSIDIARY ELDRIDGE ELECTRIC EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$102K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN401k$10.5M1382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHOA & CO., INC., AND SUBSIDIARY ELDRIDGE ELECTRIC EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$102K1952025
Retirement plans
Welfare plans
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