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Sponsor portfolioTH

E.S. WAGNER COMPANY

EIN 34-0907180-construction-Latest filing 2025
Plans
2
Retirement
1
$26.9M assets
Welfare
1
$160K premiums
Participants
476
840 PATCHEN ROAD - OREGON, OH 43616419-691-8651eswagner.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#002401k-$26.9M - 294 part#501Mixed-$160K - 182 lives

Benefits portfolio analytics

1 plan / $160K premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$141K
  • Short-term disability$141K
  • Long-term disability$141K
  • Other$141K
  • Vision$19K
Total $160K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $160K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $16K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

E.S. WAGNER COMPANY RETIREMENT PLAN AND TRUST

401k

Assets$26.9M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

E.S. WAGNER COMPANY EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE INSURANCE COMPANY OF CANADA

Premiums$160K
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002E.S. WAGNER COMPANY RETIREMENT PLAN AND TRUST401k$26.9M2942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501E.S. WAGNER COMPANY EMPLOYEE BENEFITS PLANMixedSUN LIFE INSURANCE COMPANY OF CANADA$160K1822025
Retirement plans
Welfare plans
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