Assets by plan
Share of aggregate retirement assets
- PARTNERS & STAFF (#001)$138.6M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $157.9M assets / 382 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $1.1M premiums / 439 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
401(k)
Mixed - AETNA LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF | Profit-sharing | $138.6M | 280 | 2025 |
| #003 | WIGGIN & DANA 401(K) SAVINGS PLAN FOR ASSOCIATES | 401(k) | $19.3M | 102 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #515 | WIGGIN & DANA HEALTH AND WELFARE BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $1.1M | 439 | 2025 |