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Sponsor portfolio

WAGGONER CONSTRUCTION, INC.

EIN 20-4454466-construction-Latest filing 2025
Plans
3
Retirement
1
$4.8M assets
Welfare
2
$732K premiums
Participants
580
135 BENTZ MILL ROAD - EAST BERLIN, PA 17316717-432-8403wagcon.netLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$4.8M - 209 part#501Self Funded-$732K - 162 lives#503Fully Insured-0 lives

Benefits portfolio analytics

2 plans / $732K premiums / 162 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $732K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WAGGONER CONSTRUCTION, INC. RETIREMENT PLAN

401k

Assets$4.8M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BYRON WAGGONER CONSTRUCTION, INC GROUP MEDICAL PLAN

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$732K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BYRON WAGGONER CONSTRUCTION, INC GROUP INSURANCE PLAN

Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WAGGONER CONSTRUCTION, INC. RETIREMENT PLAN401k$4.8M2092025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BYRON WAGGONER CONSTRUCTION, INC GROUP MEDICAL PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$732K1622024
503BYRON WAGGONER CONSTRUCTION, INC GROUP INSURANCE PLANFully InsuredCAPITAL ADVANTAGE ASSURANCE COMPANY$002024
Retirement plans
Welfare plans
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