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  2. Wawanesa General Insurance Company
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Wawanesa General Insurance Company

EIN 33-0632999-insurance-Latest filing 2025
Plans
3
Retirement
2
$202.4M assets
Health & Benefits
1
$14.4M premiums
Participants
1,904
8954 RIO SAN DIEGO DR., SUITE 406 - COSTA MESA, CA 92626714-885-2400wawanesageneral.comLinkedIn11-50 employeesinsurance
Plans on this EIN
3 filings
#001Traditional DB-$106.4M - 919 part#002401(k)-$96.0M - 985 part#501Mixed-$14.4M - 1,322 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $202.4M assets / 1,904 participants

Assets by plan

Share of aggregate retirement assets

  • INSURANCE COMPANY PENSION (#001)$106.4M
  • SALARY DEFERRAL PLAN (#002)$96.0M
Total $202.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SALARY DEFERRAL PLAN (#002)985
  • INSURANCE COMPANY PENSION (#001)919
Total 1,904Select a row to open it

Benefits portfolio analytics

1 plan / $14.4M premiums / 1,322 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.6M
  • Prescription drug$9.4M
  • Other$4.2M
  • Dental$3.5M
  • Life$512K
  • Long-term disability$512K
  • +1 more
Total $14.4M7 rows
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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

WAWANESA GENERAL INSURANCE COMPANY PENSION PLAN

Traditional DB

Assets$106.4M
Participants919
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE WAWANESA SALARY DEFERRAL PLAN

401(k)

Assets$96.0M
Participants985
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WAWANESA GENERAL INSURANCE COMPANY WELFARE BENEFITS PLAN

Mixed - AETNA HEALTH, INC.

Premiums$14.4M
Covered lives1,322
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WAWANESA GENERAL INSURANCE COMPANY PENSION PLANTraditional DB$106.4M9192025
#002THE WAWANESA SALARY DEFERRAL PLAN401(k)$96.0M9852025
  • WAWANESA GENERAL INSURANCE COMPANY PENSION PLAN$106.4M
    #001 · Traditional DB · 2025919
  • THE WAWANESA SALARY DEFERRAL PLAN$96.0M
    #002 · 401(k) · 2025985

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WAWANESA GENERAL INSURANCE COMPANY WELFARE BENEFITS PLANMixedAETNA HEALTH, INC.$14.4M1,3222025
  • WAWANESA GENERAL INSURANCE COMPANY WELFARE BENEFITS PLAN$14.4M
    #501 · Mixed · AETNA HEALTH, INC. · 20251,322
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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