PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WAWANESA GENERAL INSURANCE COMPANY
Sponsor portfolio

WAWANESA GENERAL INSURANCE COMPANY

EIN 33-0632999-insurance-Latest filing 2025
Plans
2
Retirement
1
$94.2M assets
Welfare
1
$14.4M premiums
Participants
922
8954 RIO SAN DIEGO DRIVE, SUITE 406 - SAN DIEGO, CA 92108855-297-9319wawanesageneral.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#001TraditionalDB-$94.2M - 922 part#501Mixed-$14.4M - 1,322 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • AETNA LIFE INSURANCE COMPANY65%
  • KAISER FOUNDATION HEALTH PLAN INC30%
  • HARTFORD LIFE AND ACCIDENT4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE0%
  • +2 more
Total $14.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • LOCKTON COMPANIES, LLC68%
  • MARSH & MCLENNAN AGENCY LLC31%
  • AGIS NETWORK INSURANCE SERVICE1%
Total $422K3 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

WAWANESA GENERAL INSURANCE COMPANY PENSION PLAN

TraditionalDB

Assets$94.2M
Participants922
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WAWANESA GENERAL INSURANCE COMPANY WELFARE BENEFITS PLAN

Mixed - AETNA HEALTH, INC.

Premiums$14.4M
Covered lives1,322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WAWANESA GENERAL INSURANCE COMPANY PENSION PLANTraditionalDB$94.2M9222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WAWANESA GENERAL INSURANCE COMPANY WELFARE BENEFITS PLANMixedAETNA HEALTH, INC.$14.4M1,3222025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica