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  2. WEISIGER GROUP INC.
Sponsor portfolio

WEISIGER GROUP INC.

EIN 93-2348456-machinery-Latest filing 2025
Plans
2
Retirement
1
$166.9M assets
Welfare
1
$1.9M premiums
Participants
4,762
9000 STATESVILLE ROAD - CHARLOTTE, NC 28269704-596-8880weisigergroup.comLinkedIn1001-5000 employeesmachinery
Plans on this EIN
2 filings
#001401k-$166.9M - 2,620 part#501Mixed-$1.9M - 2,136 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 2,136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.3M
  • Other$711K
  • Long-term disability$639K
Total $1.9M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $1.9M1 slice

Broker market share

Schedule A broker compensation

Split broker
70%top
  • USI INSURANCE SERVICES LLC70%
  • DIGITAL INSURANCE LLC25%
  • CENTRO BENEFITS RESEARCH LLC5%
Total $400K3 slices

Plan deep-dives

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

WEISIGER GROUP 401(K) PLAN

401k

Assets$166.9M
Participants2,620
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEISIGER GROUP HEALTH AND WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives2,136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEISIGER GROUP 401(K) PLAN401k$166.9M2,6202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEISIGER GROUP HEALTH AND WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.9M2,1362025
Retirement plans
Welfare plans
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