Assets by plan
Share of aggregate retirement assets
98%top
Sponsor portfolio
WALTER DORWIN TEAGUE ASSOCIATES INC
EIN 13-2587094Latest filing 2025
Plans
3
Retirement
2
$45.8M assets
Welfare
1
$2.1M premiums
Participants
640
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $45.8M assets / 470 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 162 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.1M
- Health$2.0M
- Dental$2.0M
- Prescription drug$2.0M
- Life$79K
- Long-term disability$43K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
- VISION SERVICE PLAN1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
90%top
- ASSUREDPARTNERS90%
- TEAGUE INSURANCE AGENCY, INC.10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
TEAGUE SAVINGS AND INVESTMENT PLAN - 401(K)
401k
Assets$44.8M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TEAGUE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$976K
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP INSURANCE PLAN OF WALTER DORWIN TEAGUE
Fully Insured - PREMERA BLUE CROSS
Premiums$2.1M
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TEAGUE SAVINGS AND INVESTMENT PLAN - 401(K) | 401k | $44.8M | 288 | 2024 | |
| 001 | TEAGUE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $976K | 182 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP INSURANCE PLAN OF WALTER DORWIN TEAGUE | Fully Insured | PREMERA BLUE CROSS | $2.1M | 162 | 2025 |
Retirement plans
Welfare plans