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Sponsor portfolio

WEG ELECTRIC CORP

EIN 65-0280210-Latest filing 2025
Plans
3
Retirement
2
$114.7M assets
Welfare
1
$2.9M premiums
Participants
3,457
6655 SUGARLOAF PARKWAY - DULUTH, GA 30097678-249-2055
Plans on this EIN
3 filings
#002401k-$109.6M - 1,383 part#001401k-$5.0M - 334 part#501Mixed-$2.9M - 1,740 lives

Retirement portfolio analytics

2 plans aggregated / $114.7M assets / 1,717 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • 401(K) RETIREMENT PLAN (#002)96%
  • RETIREMENT READINESS 401(K) (#001)4%
Total $114.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)1,383
  • RETIREMENT READINESS 401(K) (#001)334
Total 1,717Click row to drill in

Benefits portfolio analytics

1 plan / $2.9M premiums / 1,740 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Life$1.8M
  • Short-term disability$1.8M
  • Long-term disability$1.8M
  • Dental$1.0M
  • Vision$1.0M
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • HARTFORD LIFE AND ACCIDENT63%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA36%
  • CAREBRIDGE CORPORATION1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • OAKBRIDGE INSURANCE AGENCY, LLC100%
Total $302K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WEG U.S. 401(K) RETIREMENT PLAN

401k

Assets$109.6M
Participants1,383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WEG ELECTRIC CORP. RETIREMENT READINESS 401(K) PLAN

401k

Assets$5.0M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEG ELECTRIC CORP WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$2.9M
Covered lives1,740
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WEG U.S. 401(K) RETIREMENT PLAN401k$109.6M1,3832024
001WEG ELECTRIC CORP. RETIREMENT READINESS 401(K) PLAN401k$5.0M3342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEG ELECTRIC CORP WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$2.9M1,7402025
Retirement plans
Welfare plans
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