Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
R&B Wagner, Inc.
EIN 39-0910046ManufacturingLatest filing 2025
Plans
5
Retirement
2
$40.7M assets
Health & Benefits
3
$95K premiums
Participants
922
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $40.7M assets / 444 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- NEWPORT GROUP, INC.$22.7M
- (Not disclosed)$18.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $95K premiums / 309 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$82K
- Long-term disability$82K
- Other$82K
- Vision$13K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
THE WAGNER COMPANIES RETIREMENT PLAN
401(k)
Assets$22.7M
Participants242
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
R & B WAGNER, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$18.0M
Participants202
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
R&B WAGNER, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$82K
Covered lives178
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
R&B WAGNER, INC. VISION PLAN
Mixed - WYSSTA INSURANCE COMPANY INC
Premiums$13K
Covered lives131
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
R&B WAGNER, INC. HEALTH STOP LOSS
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | THE WAGNER COMPANIES RETIREMENT PLAN | 401(k) | $22.7M | 242 | 2025 |
| #004 | R & B WAGNER, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $18.0M | 202 | 2025 |
- #003 · 401(k) · 2025242
- #004 · ESOP · 2025202
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | R&B WAGNER, INC. EMPLOYEE WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $82K | 178 | 2025 |
| #505 | R&B WAGNER, INC. VISION PLAN | Mixed | WYSSTA INSURANCE COMPANY INC | $13K | 131 | 2025 |
| #503 | R&B WAGNER, INC. HEALTH STOP LOSS | Self-funded | - | $0 | 0 | 2025 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025178
- #505 · Mixed · WYSSTA INSURANCE COMPANY INC · 2025131
- #503 · Self-funded · 20250
Retirement plans
Health & Benefits plans