Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Other$253K
- Dental$247K
- Vision$247K
- Life$247K
- Long-term disability$247K
Sponsor portfolio
WNC & ASSOCIATES, INC.
EIN 95-2750891financial servicesLatest filing 2025
Plans
2
Retirement
1
$32.4M assets
Welfare
1
$2.6M premiums
Participants
307
17782 SKY PARK CIRCLE - IRVINE, CA 92614714-662-5565wncinc.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 250 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- PRINCIPAL LIFE INSURANCE COMPANY10%
- LEGALPLANS, USA0%
Broker market share
Schedule A broker compensation
86%top
- LAKE FOREST INSURANCE INC.86%
- BROWN & BROWN INSURANCE SERVICES14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WNC & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$32.4M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
WNC & ASSOCIATES, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.6M
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WNC & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $32.4M | 181 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | WNC & ASSOCIATES, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.6M | 250 | 2025 |
Retirement plans
Welfare plans