Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Vision$2.8M
- Dental$239K
- Prescription drug$194K
- Other$162K
- Life$117K
- +2 more
Filings through .
Watg Holdings, Inc.
EIN 20-4469303architecture & planningLatest filing 2025
Plans
2
Retirement
1
$46.9M assets
Health & Benefits
1
$3.0M premiums
Participants
599
1730 FLIGHT WAY, SUITE 150 - TUSTIN, CA 92782949-574-8500LinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $3.0M premiums / 416 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WIMBERLY ALLISON TONG & GOO, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$46.9M
Participants376
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
WIMBERLY ALLISON TONG & GOO WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.0M
Covered lives416
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WIMBERLY ALLISON TONG & GOO, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $46.9M | 376 | 2024 |
- #001 · 401(k) · 2024376
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | WIMBERLY ALLISON TONG & GOO WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.0M | 416 | 2025 |
- #502 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025416
Retirement plans
Health & Benefits plans