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Sponsor portfolio

WALTERS & WOLF GLASS COMPANY

EIN 94-2507766-construction-Latest filing 2025
Plans
3
Retirement
1
$123.4M assets
Welfare
2
$4.3M premiums
Participants
1,199
41450 BOSCELL ROAD - FREMONT, CA 94538510-490-1115waltersandwolf.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
3 filings
#001401k-$123.4M - 571 part#501Fully Insured-$4.0M - 359 lives#504Fully Insured-$363K - 362 lives

Benefits portfolio analytics

2 plans / $4.3M premiums / 721 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$4.0M
  • Dental$2.0M
  • Life$177K
  • Other$110K
  • Long-term disability$96K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • AETNA LIFE INSURANCE COMPANY92%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $4.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $309K1 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

WALTERS & WOLF RETIREMENT PLAN

401k

Assets$123.4M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALTERS & WOLF GLASS CO. HEALTH & WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.0M
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

WALTERS & WOLF VISION, LIFE, DISABILITY AND TRAVEL MEDICAL PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$363K
Covered lives362
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALTERS & WOLF RETIREMENT PLAN401k$123.4M5712024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALTERS & WOLF GLASS CO. HEALTH & WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$4.0M3592025
504WALTERS & WOLF VISION, LIFE, DISABILITY AND TRAVEL MEDICAL PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$363K3622025
Retirement plans
Welfare plans
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