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Sponsor portfolioTH

WALBRO LLC

EIN 38-2968944-mechanical or industrial engineering-Latest filing 2024
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$281K premiums
Participants
555
2015 W RIVER ROAD, SUITE 141 - TUCSON, AZ 85704520-877-3000walbro.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#002TraditionalDB-$6.2M - 156 part#501Mixed-$281K - 399 lives

Benefits portfolio analytics

1 plan / $281K premiums / 399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$177K
  • Long-term disability$177K
  • Other$177K
  • Vision$60K
  • Short-term disability$44K
Total $281K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA63%
  • VISION SERVICE PLAN21%
  • AFLAC16%
Total $281K3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • CBIZ BENEFITS & INSURANCE SERVICES85%
  • NICHOLAS CAFFREY5%
  • SETH G KNOWLTON3%
  • JILL N NEMODE3%
  • KELLY MCGARRY2%
  • +3 more
Total $30K8 slices

Plan deep-dives

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

WALBRO LLC UAW LOCAL NO. 9699 PENSION PLAN

TraditionalDB

Assets$6.2M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALBRO ENGINE MANAGEMENT EMPLOYEES WELFARE PLAN

Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$281K
Covered lives399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WALBRO LLC UAW LOCAL NO. 9699 PENSION PLANTraditionalDB$6.2M1562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALBRO ENGINE MANAGEMENT EMPLOYEES WELFARE PLANMixedTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$281K3992024
Retirement plans
Welfare plans
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