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Sponsor portfolio

WAGMAN, INC.

EIN 23-2200489-construction-Latest filing 2024
Plans
2
Retirement
1
$93.5M assets
Welfare
1
$939K premiums
Participants
1,239
3290 NORTH SUSQUEHANNA TRAIL - YORK, PA 17406717-764-8521wagman.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$93.5M - 721 part#502Mixed-$939K - 704 lives

Benefits portfolio analytics

1 plan / $939K premiums / 704 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$467K
  • Life$218K
  • Short-term disability$218K
  • Long-term disability$218K
  • Other$218K
  • Dental$217K
  • +1 more
Total $939K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • HCC LIFE INSURANCE COMPANY50%
  • HARTFORD LIFE AND ACCIDENT23%
  • UNITED CONCORDIA INSURANCE COMPANY23%
  • EYEMED VISION CARE4%
  • AFLAC0%
Total $939K5 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • AMERICAN INSURANCE ADMINISTRATORS45%
  • AIA AMERICAN INS ADMINISTRATORS LLC34%
  • THE DBL CENTER LTD15%
  • GCG FINANCIAL LLC6%
  • JONATHON R SEELE0%
  • +3 more
Total $59K8 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

THE PROFIT SHARING AND RETIREMENT PLAN OF WAGMAN, INC.

401k

Assets$93.5M
Participants721
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WAGMAN, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$939K
Covered lives704
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PROFIT SHARING AND RETIREMENT PLAN OF WAGMAN, INC.401k$93.5M7212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WAGMAN, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUSTMixedHCC LIFE INSURANCE COMPANY$939K7042024
Retirement plans
Welfare plans
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