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  2. ROY E WHITEHEAD INC
Sponsor portfolio

ROY E WHITEHEAD INC

EIN 95-2553265-construction-Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$42K premiums
Participants
86
2245 VIA CERRO - RIVERSIDE, CA 92509951-682-1490royewhitehead.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$3.0M - 38 part#501Mixed-$42K - 48 lives

Benefits portfolio analytics

1 plan / $42K premiums / 48 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$42K
  • Vision$42K
  • Life$42K
  • Other$42K
Total $42K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $42K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $4K1 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

ROY E. WHITEHEAD, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.0M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROY E WHITEHEAD HEALTH & WELFARE

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$42K
Covered lives48
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROY E. WHITEHEAD, INC. 401(K) PROFIT SHARING PLAN401k$3.0M382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROY E WHITEHEAD HEALTH & WELFAREMixedSUN LIFE ASSURANCE COMPANY OF CANADA$42K482025
Retirement plans
Welfare plans
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