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Sponsor portfolio

WCM INDUSTRIES, INC.

EIN 84-1008970-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$107.7M assets
Welfare
1
$1.1M premiums
Participants
463
2121 WAYNOKA RD - COLORADO SPRINGS, CO 809151602719-572-2650
Plans on this EIN
2 filings
#001401k-$107.7M - 268 part#501Mixed-$1.1M - 217 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.0M
  • Health$832K
  • Prescription drug$832K
  • Stop-loss$832K
  • Short-term disability$194K
  • Long-term disability$194K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY76%
  • HARTFORD LIFE AND ACCIDENT18%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MOODY INSURANCE AGENCY100%
Total $9K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WCM INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN

401k

Assets$107.7M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WCM INDUSTRIES, INC. HEALTH BENEFIT PLAN

Mixed - BERKLEY LIFE AND HEALTH INSURANCE

Premiums$1.1M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WCM INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN401k$107.7M2682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WCM INDUSTRIES, INC. HEALTH BENEFIT PLANMixedBERKLEY LIFE AND HEALTH INSURANCE$1.1M2172024
Retirement plans
Welfare plans
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