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Sponsor portfolioTH

WAGNER EQUIPMENT CO.

EIN 84-0703569-construction-Latest filing 2025
Plans
2
Retirement
1
$318.1M assets
Welfare
1
$4.3M premiums
Participants
3,847
18000 SMITH ROAD - AURORA, CO 800113511303-739-3000wagnerequipment.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#002401k-$318.1M - 2,292 part#501Mixed-$4.3M - 3,611 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 3,611 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$2.8M
  • Other$1.7M
  • Life$1.6M
  • Long-term disability$1.6M
  • Dental$1.3M
  • Vision$183K
Total $4.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA66%
  • DELTA DENTAL OF CALIFORNIA29%
  • VISION SERVICE PLAN4%
  • AFLAC1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $4.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • IMA, INC.99%
  • USI INSURANCE SERVICES LLC0%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $294K3 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$318.1M
Participants2,292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WAGNER EQUIPMENT CO. SELF-FUNDED MEDICAL PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$4.3M
Covered lives3,611
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WAGNER EQUIPMENT CO. RETIREMENT SAVINGS PLAN401k$318.1M2,2922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WAGNER EQUIPMENT CO. SELF-FUNDED MEDICAL PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$4.3M3,6112025
Retirement plans
Welfare plans
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