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Sponsor portfolio

WAGSTAFF, INC.

EIN 91-0722578-machinery-Latest filing 2025
Plans
2
Retirement
1
$130.4M assets
Welfare
1
$1.0M premiums
Participants
987
3910 NORTH FLORA ROAD - SPOKANE VALLEY, WA 99216509-922-1404wagstaff.comLinkedIn201-500 employeesmachinery
Plans on this EIN
2 filings
#002401k-$130.4M - 561 part#508Mixed-$1.0M - 843 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 843 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$508K
  • Other$484K
  • Life$425K
  • Short-term disability$425K
  • Long-term disability$425K
  • Vision$40K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • DELTA DENTAL OF CALIFORNIA49%
  • SUN LIFE ASSURANCE COMPANY OF CANADA41%
  • VISION SERVICE PLAN4%
  • AFLAC4%
  • CURALINC HEALTHCARE1%
  • +1 more
Total $1.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MERCER HEALTH AND BENEFITS, LLC94%
  • MARSH & MCLENNAN AGENCY LLC3%
  • SUSAN MENSCHING2%
  • LISA M HALL0%
  • RODERICK ALLEN BAIR0%
  • +2 more
Total $37K7 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

WAGSTAFF, INC. 401(K) SAVINGS AND RETIREMENT PLAN

401k

Assets$130.4M
Participants561
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

WAGSTAFF, INC. EMPLOYEE WELFARE PLAN

Mixed - DELTA DENTAL OF WASHINGTON

Premiums$1.0M
Covered lives843
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WAGSTAFF, INC. 401(K) SAVINGS AND RETIREMENT PLAN401k$130.4M5612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508WAGSTAFF, INC. EMPLOYEE WELFARE PLANMixedDELTA DENTAL OF WASHINGTON$1.0M8432025
Retirement plans
Welfare plans
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