Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WAWA, INC.
EIN 21-0515330retailLatest filing 2024
Plans
3
Retirement
2
$6.65B assets
Welfare
1
$8.1M premiums
Participants
98,407
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $6.65B assets / 75,944 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
83%top
- (Not disclosed)83%
- THE VANGUARD GROUP, INC.17%
Participants by plan
Active + retired + deferred vested
- WAWA, INC. 401(K) (#003)25,954
Benefits portfolio analytics
1 plan / $8.1M premiums / 23,139 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$3.4M
- Long-term disability$2.6M
- Vision$1.7M
- Other$1.5M
Carrier market share
Premium dollars by Schedule A carrier
79%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA79%
- FIDELITY SECURITY LIFE INSURANCE COMPANY21%
Broker market share
Schedule A broker compensation
100%top
- KELLY & ASSOCIATES INSURANCE GROUP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
WAWA, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.53B
Participants49,990
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WAWA, INC. 401(K) PLAN
401k
Assets$1.12B
Participants25,954
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
WAWA, INC. GROUP LIFE AND HEALTH PLAN FOR SALARIED AND HOURLY EMPLOYEES
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$8.1M
Covered lives23,139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | WAWA, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.53B | 49,990 | 2024 | |
| 003 | WAWA, INC. 401(K) PLAN | 401k | $1.12B | 25,954 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | WAWA, INC. GROUP LIFE AND HEALTH PLAN FOR SALARIED AND HOURLY EMPLOYEES | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8.1M | 23,139 | 2024 |
Retirement plans
Welfare plans