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Sponsor portfolio

THE WAGGONERS TRUCKING

EIN 81-0290880-transportation/trucking/railroad-Latest filing 2024
Plans
2
Retirement
1
$11.7M assets
Welfare
1
$312K premiums
Participants
268
5220 MIDLAND ROAD - BILLINGS, MT 59101800-999-9097waggonerstrucking.comLinkedIn501-1000 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#004401k-$11.7M - 174 part#501Mixed-$312K - 201 lives

Benefits portfolio analytics

1 plan / $312K premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$210K
  • Other$55K
  • Dental$36K
  • Vision$12K
Total $312K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • HCC LIFE INSURANCE COMPANY59%
  • RELIASTAR LIFE INSURANCE COMPANY17%
  • DELTA DENTAL OF CALIFORNIA11%
  • AETNA LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN4%
Total $312K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $48K1 slice

Plan deep-dives

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

THE WAGGONERS TRUCKING 401(K) PROFIT SHARING PLAN

401k

Assets$11.7M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WAGGONERS TRUCKING GROUP HEALTH PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$312K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004THE WAGGONERS TRUCKING 401(K) PROFIT SHARING PLAN401k$11.7M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WAGGONERS TRUCKING GROUP HEALTH PLANMixedHCC LIFE INSURANCE COMPANY$312K2012024
Retirement plans
Welfare plans
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