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Sponsor portfolio

WACO, INC.

EIN 54-0720555-construction-Latest filing 2025
Plans
2
Retirement
1
$27.6M assets
Welfare
1
$162K premiums
Participants
880
5450 LEWIS ROAD - SANDSTON, VA 23150804-226-3206wacoinc.netLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#004401k-$27.6M - 450 part#501Mixed-$162K - 391 lives

Benefits portfolio analytics

1 plan / $162K premiums / 391 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$122K
  • Vision$122K
  • Life$28K
  • Other$28K
  • Long-term disability$21K
Total $171K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • ANTHEM LIFE INSURANCE COMPANY87%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA13%
Total $171K2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • MARSH & MCLENNAN AGENCY LLC66%
  • MCGRIFF INSURANCE SERVICES INC34%
Total $15K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN

401k

Assets$27.6M
Participants450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WACO, INC. HEALTH AND WELFARE PLAN

Mixed - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS

Premiums$162K
Covered lives391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004WACO, INC. 401(K) RETIREMENT & SAVINGS PLAN401k$27.6M4502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WACO, INC. HEALTH AND WELFARE PLANMixedANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$162K3912025
Retirement plans
Welfare plans
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