Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$143K
- Life$77K
- Health$49K
- Vision$49K
- Short-term disability$41K
- Long-term disability$28K
Sponsor portfolio
WATERFORD INSTITUTE, INC.
EIN 51-0202349e-learningLatest filing 2025
Plans
2
Retirement
1
$31.3M assets
Welfare
1
$260K premiums
Participants
659
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $260K premiums / 389 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY56%
- UNITEDHEALTHCARE INSURANCE COMPANY39%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD5%
Broker market share
Schedule A broker compensation
96%top
- MERCER HEALTH AND BENEFITS, LLC96%
- D'ANN DABELL4%
- AARON C KREPS0%
- JUDY E. BAIRD0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET
403b
Assets$31.3M
Participants489
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
WATERFORD RESEARCH INSTITUTE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$260K
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | 403b | $31.3M | 489 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | WATERFORD RESEARCH INSTITUTE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $260K | 389 | 2025 |
Retirement plans
Welfare plans