Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.2M
- Life$726K
- Short-term disability$726K
- Long-term disability$726K
- Other$726K
- Vision$59K
Sponsor portfolio
WOLTER, INC.
EIN 39-1052980machineryLatest filing 2025
Plans
2
Retirement
1
$48.0M assets
Welfare
1
$2.0M premiums
Participants
1,714
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 944 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- UNITEDHEALTHCARE INSURANCE COMPANY61%
- SUN LIFE ASSURANCE COMPANY OF CANADA36%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- ROBERTSON RYAN & ASSOCIATES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
WOLTER INC. SALARY SAVINGS PLAN
401k
Assets$48.0M
Participants885
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WOLTER, INC. HEALTH & LIFE INSURANCE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.0M
Covered lives944
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | WOLTER INC. SALARY SAVINGS PLAN | 401k | $48.0M | 885 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WOLTER, INC. HEALTH & LIFE INSURANCE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $2.0M | 944 | 2025 |
Retirement plans
Welfare plans