Sponsor portfolioTH

WHITAKER CONSTRUCTION COMPANY, INC.

EIN 87-0274152constructionLatest filing 2025

Plans

Retirement

$222.1M assets

Welfare

$545K premiums

Participants

2,432

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 #001401k-$36.7M - 1,000 part #501Mixed-$545K - 601 lives

Retirement portfolio analytics

2 plans aggregated / $222.1M assets / 1,831 participants

Assets by plan

Share of aggregate retirement assets

83%top

Participants by plan

Active + retired + deferred vested

, INC. 401(K) (#001)1,000
EMPLOYEE STOCK OWNERSHIP (#002)831

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

76%top

UNUM LIFE INSURANCE COMPANY OF AMERICA76%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA24%
AMERITAS LIFE INSURANCE CORP.0%

Broker market share

Schedule A broker compensation

Split broker

100%top

IMA, INC.100%
KELLY & AMP ASSCOCIATES INSURANCE0%

Plan deep-dives

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

Retirement#002

WHITAKER CONSTRUCTION CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$185.5M

Participants831

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

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

401k

Assets$36.7M

Participants1,000

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501