Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Prescription drug$2.6M
- Dental$250K
- Vision$191K
- Other$121K
- Life$59K
- +2 more
Sponsor portfolio
WATG HOLDINGS, INC.
EIN 20-4469303architecture & planningLatest filing 2024
Plans
2
Retirement
1
$46.9M assets
Welfare
1
$2.7M premiums
Participants
567
1730 FLIGHT WAY, SUITE 150 - TUSTIN, CA 92782949-574-8500LinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 349 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITED HEALTHCARE INSURANCE COMPANY87%
- HAWAII MEDICAL SERVICE ASSOCIATION7%
- STANDARD INSURANCE COMPANY4%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
99%top
- RELATIONAL ADVISORS, LLC99%
- GALLAGHER BENEFIT SERVICES, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WIMBERLY ALLISON TONG & GOO, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$46.9M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WIMBERLY ALLISON TONG & GOO WELFARE BENEFIT PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$2.7M
Covered lives349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WIMBERLY ALLISON TONG & GOO, INC. 401(K) PROFIT SHARING PLAN | 401k | $46.9M | 376 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WIMBERLY ALLISON TONG & GOO WELFARE BENEFIT PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $2.7M | 349 | 2024 |
Retirement plans
Welfare plans