Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WRA ARCHITECTS 401(K) PLAN | 401k | $10.6M | 158 | 2024 | |
| 002 | WRA ARCHITECTS, INC. CASH BALANCE PLAN | CashBalance | $1.4M | 112 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WRA ARCHITECTS WRAP PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.5M | 233 | 2025 |