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Sponsor portfolioWelfare / HealthEIN 20-4469303

WATG HOLDINGS, INC.

1730 FLIGHT WAY, SUITE 150 · TUSTIN, CA 92782
9495748500
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$2.7M
No prior year
Persons covered
349
No prior year
Total participants
191
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$2.7M
WIMBERLY ALLISON TONG & GOO WELFARE BENEFIT PLAN
Fully insured349 covered·6 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M44.2%
Prescription drug$2.6M44.2%
Dental$250K4.3%
Vision$191K3.3%
Other$121K2.1%
Life$59K1.0%
Long-term disability$49K0.8%
Short-term disability$5K0.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$2.4M86.6%11349
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HRxDV
$188K6.9%1113
STANDARD INSURANCE COMPANY
EIN 930242990
LLTDOth
$107K3.9%12186
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DSTDOth
$68K2.5%12163
VISION SERVICE PLAN
EIN 941632821
V
$3K0.1%11154

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RELATIONAL ADVISORS, LLCARLINGTON HEIGHTS, ILSTANDARD INSURANCE COMPANY, UNITED HEALTHCARE INSURANCE COMPANY, VISION SERVICE PLAN, GUARDIAN$139K$1K$141K99.5%1
GALLAGHER BENEFIT SERVICES, INC.IRVINE, CAPACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD.$715$0$7150.5%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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