Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
R&B WAGNER,INC.
EIN 39-0910046Latest filing 2025
Plans
5
Retirement
2
$39.2M assets
Welfare
3
$95K premiums
Participants
863
Retirement portfolio analytics
2 plans aggregated / $39.2M assets / 385 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $95K premiums / 309 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$82K
- Long-term disability$82K
- Other$82K
- Vision$13K
Carrier market share
Premium dollars by Schedule A carrier
86%top
- SUN LIFE ASSURANCE COMPANY OF CANADA86%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
57%top
- WMC SERVICE CORPORATION57%
- R & R INSURANCE SERVICES INC43%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE WAGNER COMPANIES RETIREMENT PLAN
401k
Assets$21.7M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
R & B WAGNER, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$17.5M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
R&B WAGNER, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$82K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
R&B WAGNER, INC. VISION PLAN
Mixed - WYSSTA INSURANCE COMPANY INC
Premiums$13K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
R&B WAGNER, INC. HEALTH STOP LOSS
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE WAGNER COMPANIES RETIREMENT PLAN | 401k | $21.7M | 211 | 2024 | |
| 004 | R & B WAGNER, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $17.5M | 174 | 2024 |
Welfare plans3
| 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 |
Retirement plans
Welfare plans