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Original filing (PDF)20251007115612NAL0004722673001
WAGMAN, INC.
Form 5500
FILING_RECEIVED
WAGMAN, INC. EMPLOYEE WELFARE BENEFIT PLAN AND TRUST
Health & welfare plan
Signals · 4
100% in single holding~32655 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
518
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$339K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "M&T Bank Interest-bearing cash" is 100% of plan.
- 32655 bps in Schedule C fees — 62698% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAGMAN, INC..
Plan sponsor
Name
WAGMAN, INC.
EIN
23-2200489
Address
3265 FARMTRAIL ROAD · YORK, PA · 17406
Phone
(717) 764-8521
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
MCKONLY AND ASBURY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCKONLY & ASBURY LLC | 23-1909723 | — | ACCOUNTING AUDIT | $20K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHNOW ADMINISTRATIVE SERVICES | 11-3667763 | — | CLAIMS PROCESSING | $4.9M | — |
| HEALTH EQUITY INC | 52-2383166 | — | FSA CLAIMS | $374K | — |
| EPLS, LLC | 84-1955995 | — | PRESCRIPTIONS | $286K | — |
| OSS HEALTH | 80-0458999 | — | CLAIMS PROCESSING | $218K | — |
| UNITED CONCORDIA | 23-1661402 | — | DENTAL | $131K | — |
| ACCOLADE, INC. | 01-0969591 | — | PATIENT ADVOCACY | $91K | — |
| AMERICAN INSURANCE ADMINISTRATORS | 25-1691584 | — | BENEFIT SOFTWARE | $24K | — |
| FIDELITY SECURITY LIFE INSURANCE CO | 43-0949844 | — | VISION | $22K | — |
| MAZZITTI & SULLIVAN COUNSELING SERV | 23-2485930 | — | EAP | $16K | — |
Investments
1 direct security· $1.0M(55% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| M&T Bank Interest-bearing cash | — | — | $1.0M | $1.0M | 54.9% |