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Sponsor portfolio

WALBRIDGE ALDINGER COMPANY

EIN 38-1141440-Construction-Latest filing 2024
Plans
2
Retirement
1
$158.1M assets
Welfare
1
$2.7M premiums
Participants
2,410
777 WOODWARD AVE, SUITE 300 - DETROIT, MI 482263529313-963-8000walbridgealdinger.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$158.1M - 1,421 part#504Fully Insured-$2.7M - 2,003 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 2,003 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Stop-loss$1.1M
  • Life$956K
  • Short-term disability$956K
  • +3 more
Total $2.7M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • BLUE CROSS OF CALIFORNIA39%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY35%
  • DELTA DENTAL OF CALIFORNIA26%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KAPNICK & COMPANY, INC.100%
Total $143K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WALBRIDGE PROFIT SHARING 401(K) PLAN

401k

Assets$158.1M
Participants1,421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

WALBRIDGE/DIG/DFM WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$2.7M
Covered lives2,003
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALBRIDGE PROFIT SHARING 401(K) PLAN401k$158.1M1,4212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WALBRIDGE/DIG/DFM WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$2.7M2,0032024
Retirement plans
Welfare plans
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