Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Dental$345K
- Vision$345K
- Life$345K
- Short-term disability$345K
- +2 more
Sponsor portfolio
WALTONEN ENGINEERING, INC.
EIN 38-3386211designLatest filing 2025
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$1.8M premiums
Participants
323
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 276 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- UNITEDHEALTHCARE INSURANCE COMPANY81%
- PRINCIPAL LIFE INSURANCE COMPANY19%
Broker market share
Schedule A broker compensation
88%top
- AFFILIATED AGENCIES LLC88%
- GIS BENEFITS INC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WALTONEN ENGINEERING DEFERRED COMPENSATION THRIFT PLAN
401k
Assets$12.0M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WALTONEN HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.8M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WALTONEN ENGINEERING DEFERRED COMPENSATION THRIFT PLAN | 401k | $12.0M | 166 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WALTONEN HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.8M | 276 | 2025 |
Retirement plans
Welfare plans