PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Whitaker Construction Co., Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Whitaker Construction Co., Inc.

EIN 87-0274152-construction-Latest filing 2025
Plans
3
Retirement
2
$231.9M assets
Health & Benefits
1
$545K premiums
Participants
2,369
44 SOUTH 1050 WEST - BRIGHAM CITY, UT 84302435-723-2921whitaker-construction.comLinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$185.5M - 831 part#001401(k)-$46.4M - 937 part#501Mixed-$545K - 601 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $231.9M assets / 1,768 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$185.5M
  • , INC. 401(K) (#001)$46.4M
Total $231.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • , INC. 401(K) (#001)937
  • EMPLOYEE STOCK OWNERSHIP (#002)831
Total 1,768Select a row to open it

Benefits portfolio analytics

1 plan / $545K premiums / 601 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$545K
  • Life$412K
  • Short-term disability$412K
  • Long-term disability$412K
  • Vision$319
Total $545K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

WHITAKER CONSTRUCTION CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$185.5M
Participants831
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

WHITAKER CONSTRUCTION CO. , INC. 401(K) PLAN

401(k)

Assets$46.4M
Participants937
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WHITAKER CONSTRUCTION COMPANY, INC. CAFETERIA PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$545K
Covered lives601
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WHITAKER CONSTRUCTION CO., INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$185.5M8312024
#001WHITAKER CONSTRUCTION CO. , INC. 401(K) PLAN401(k)$46.4M9372025
  • WHITAKER CONSTRUCTION CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN$185.5M
    #002 · ESOP · 2024831
  • WHITAKER CONSTRUCTION CO. , INC. 401(K) PLAN$46.4M
    #001 · 401(k) · 2025937

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WHITAKER CONSTRUCTION COMPANY, INC. CAFETERIA PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$545K6012025
  • WHITAKER CONSTRUCTION COMPANY, INC. CAFETERIA PLAN$545K
    #501 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025601
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica