Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$346K
- Life$346K
- Short-term disability$346K
- Long-term disability$346K
- Other$346K
Sponsor portfolioTH
WAFRA, INC.
EIN 13-3244612investment managementLatest filing 2025
Plans
2
Retirement
1
$72.6M assets
Welfare
1
$346K premiums
Participants
436
345 PARK AVENUE, 41ST FLOOR - NEW YORK, NY 10154212-759-3700wafra.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $346K premiums / 166 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WAFRA 401(K) PROFIT SHARING PLAN
401k
Assets$72.6M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WAFRA HEALTH & WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$346K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WAFRA 401(K) PROFIT SHARING PLAN | 401k | $72.6M | 270 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WAFRA HEALTH & WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $346K | 166 | 2025 |
Retirement plans
Welfare plans