Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$73K
- Life$38K
- Vision$13K
Sponsor portfolio
WAVEPOINT 3PL
EIN 84-4186037Latest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$86K premiums
Participants
625
5501 ROUTE 89 - NORTH EAST, PA 16428814-347-1348
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $86K premiums / 303 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA83%
- LIFE INSURANCE COMPANY OF NORTH AMERICA15%
- THE PAUL REVERE LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
48%top
- ASSUREDPARTNERS48%
- FNA INSURANCE SERVICES INC41%
- TIMOTHY BIRDSONG7%
- DONNA TROXELL4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WAVEPOINT 3PL 401(K) PLAN
401k
Assets$3.8M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WAVEPOINT 3PL HEALTH AND WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$86K
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WAVEPOINT 3PL 401(K) PLAN | 401k | $3.8M | 322 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WAVEPOINT 3PL HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $86K | 303 | 2025 |
Retirement plans
Welfare plans