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Sponsor portfolioWelfare / HealthEIN 93-0847156

WAGGENER EDSTROM WORLDWIDE, INC.

323 NW 13TH AVENUE, SUITE 325 · PORTLAND, OR 97209
5034437000
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$333K
No prior year
Persons covered
541
No prior year
Total participants
493
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$333K
WAGGENER EDSTROM WORLDWIDE, INC. H & W BENEFITS
Mixed541 covered·5 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$214K44.7%
Life$116K24.3%
Long-term disability$83K17.4%
Vision$65K13.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$199K59.8%13483
VISION SERVICE PLAN
EIN 061227840
V
$65K19.4%11354
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$54K16.1%13108
CANOPY
EIN 930774210
Oth
$8K2.5%11541
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$7K2.1%11483

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCMINNEAPOLIS, MNAMERICAN HERITAGE LIFE INSURANCE COMPANY, NATIONAL UNION FIRE INSURANCE CO. OF PITTSBURGH, PA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN$33K$4K$37K100.0%1

History & trajectory

11 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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