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Sponsor portfolioTH

WAGGENER EDSTROM WORLDWIDE, INC.

EIN 93-0847156-public relations and communications-Latest filing 2025
Plans
2
Retirement
1
$130.3M assets
Welfare
1
$333K premiums
Participants
1,347
225 108TH AVENUE NE, SUITE 600 - BELLEVUE, WA 98004425-638-7000waggeneredstrom.comLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
2 filings
#001401k-$130.3M - 854 part#501Mixed-$333K - 541 lives

Benefits portfolio analytics

1 plan / $333K premiums / 541 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$214K
  • Life$116K
  • Long-term disability$83K
  • Vision$65K
Total $333K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY60%
  • VISION SERVICE PLAN19%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY16%
  • CANOPY3%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA2%
Total $333K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $37K1 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

WE EMPLOYEES' 401(K) CASH OR DEFERRED RETIREMENT PLAN

401k

Assets$130.3M
Participants854
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WAGGENER EDSTROM WORLDWIDE, INC. H & W BENEFITS

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$333K
Covered lives541
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WE EMPLOYEES' 401(K) CASH OR DEFERRED RETIREMENT PLAN401k$130.3M8542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WAGGENER EDSTROM WORLDWIDE, INC. H & W BENEFITSMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$333K5412025
Retirement plans
Welfare plans
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