Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.0M
- Dental$7.0M
- Prescription drug$7.0M
- Life$731K
- Other$729K
- Vision$619K
- +2 more
Sponsor portfolio
WINGATE MANAGEMENT COMPANY, LLC
EIN 20-2388094real estateLatest filing 2025
Plans
2
Retirement
1
$29.6M assets
Welfare
1
$7.7M premiums
Participants
1,426
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.7M premiums / 824 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- THE PAUL REVERE LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
94%top
- CBIZ BENEFITS & INSURANCE SERVICES94%
- J KING INSURANCE INC2%
- THERESA ANNE FERRIS1%
- LAURIE SEUBERT1%
- JAMES R SMITH INSURANCE LTD1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WINGATE MANAGEMENT COMPANY 401(K) PLAN
401k
Assets$29.6M
Participants938
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WINGATE MANAGEMENT COMPANY, LLC EMPLOYEE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$7.7M
Covered lives824
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINGATE MANAGEMENT COMPANY 401(K) PLAN | 401k | $29.6M | 938 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WINGATE MANAGEMENT COMPANY, LLC EMPLOYEE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $7.7M | 824 | 2025 |
Retirement plans
Welfare plans