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Sponsor portfolio

WALLNER EXPAC, INC.

EIN 95-3087012-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$6.3M assets
Welfare
1
$1.2M premiums
Participants
302
1274 SLATER CIR. - ONTARIO, CA 91761909-481-8800expac.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
3 filings
#001401k-$5.3M - 95 part#002401k-$1.0M - 47 part#501Fully Insured-$1.2M - 172 lives

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 142 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PROFIT SHARING PLAN (#001)83%
  • PROFIT SHARING PLAN (#002)17%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)95
  • PROFIT SHARING PLAN (#002)47
Total 142Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Vision$68K
  • Dental$57K
  • Other$27K
  • Life$25K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • BLUE CROSS OF CALIFORNIA77%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • ANTHEM LIFE INSURANCE COMPANY7%
  • EYEMED VISION CARE1%
  • HOLMAN FAMILY COUNSELING, INC.0%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • DIGITAL INSURANCE LLC54%
  • REUBEN WARNER ASSOCIATES, INC.25%
  • IMA, INC.18%
  • ENROLLEASE2%
Total $87K4 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

WALLNER EXPAC, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$5.3M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WALLNER EXPAC, INC. GEORGIA 401(K) PROFIT SHARING PLAN

401k

Assets$1.0M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALLNER EXPAC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.2M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WALLNER EXPAC, INC. 401(K) PROFIT SHARING PLAN401k$5.3M952025
002WALLNER EXPAC, INC. GEORGIA 401(K) PROFIT SHARING PLAN401k$1.0M472025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALLNER EXPAC WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.2M1722025
Retirement plans
Welfare plans
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