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  2. WAGNER EQUIPMENT CO.
Sponsor portfolioTH

WAGNER EQUIPMENT CO.

EIN 84-0703569-construction-Latest filing 2024
Plans
2
Retirement
1
$279.4M assets
Welfare
1
$3.7M premiums
Participants
3,617
18000 SMITH ROAD - AURORA, CO 800113511303-739-3000wagnerequipment.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#002401k-$279.4M - 2,162 part#501Fully Insured-$3.7M - 3,394 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 3,394 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$1.5M
  • Short-term disability$1.5M
  • Long-term disability$1.5M
  • Dental$1.1M
  • Health$867K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA64%
  • DELTA DENTAL OF CALIFORNIA30%
  • VISION SERVICE PLAN4%
  • AFLAC1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • IMA, INC.56%
  • MERCER HEALTH AND BENEFITS, LLC44%
Total $293K2 slices

Plan deep-dives

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

WAGNER EQUIPMENT CO. RETIREMENT SAVINGS PLAN

401k

Assets$279.4M
Participants2,162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WAGNER EQUIPMENT CO. SELF-FUNDED MEDICAL PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.7M
Covered lives3,394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WAGNER EQUIPMENT CO. RETIREMENT SAVINGS PLAN401k$279.4M2,1622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WAGNER EQUIPMENT CO. SELF-FUNDED MEDICAL PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$3.7M3,3942024
Retirement plans
Welfare plans
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