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Sponsor portfolio

WIGGIN & DANA, LLP

EIN 06-0590100-law practice-Latest filing 2025
Plans
3
Retirement
2
$141.6M assets
Welfare
1
$1.1M premiums
Participants
683
ONE CENTURY TOWER - NEW HAVEN, CT 06510203-498-4400wiggin.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001ProfitSharing-$130.9M - 283 part#003401k-$10.7M - 95 part#515Mixed-$1.1M - 439 lives

Retirement portfolio analytics

2 plans aggregated / $141.6M assets / 378 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PARTNERS & STAFF (#001)92%
  • PLAN FOR ASSOCIATES (#003)8%
Total $141.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • THE VANGUARD GROUP, INC.92%
  • (Not disclosed)8%
Total $141.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNERS & STAFF (#001)283
  • PLAN FOR ASSOCIATES (#003)95
Total 378Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 439 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$683K
  • Dental$370K
  • Vision$370K
  • Life$370K
  • Short-term disability$370K
  • Long-term disability$370K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • AETNA LIFE INSURANCE COMPANY65%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA35%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $31K1 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

WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF

ProfitSharing

Assets$130.9M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WIGGIN & DANA 401(K) SAVINGS PLAN FOR ASSOCIATES

401k

Assets$10.7M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

WIGGIN & DANA HEALTH AND WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFFProfitSharing$130.9M2832024
003WIGGIN & DANA 401(K) SAVINGS PLAN FOR ASSOCIATES401k$10.7M952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515WIGGIN & DANA HEALTH AND WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$1.1M4392025
Retirement plans
Welfare plans
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