PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WOODFORDS FAMILY SERVICES
Sponsor portfolio

WOODFORDS FAMILY SERVICES

EIN 01-0278395-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$5.5M premiums
Participants
933
15 SAUNDERS WAY, SUITE 900 - WESTBROOK, ME 04092207-878-9663woodfords.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$9.8M - 537 part#501Fully Insured-$5.5M - 473 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 473 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.3M
  • Health$5.0M
  • Life$283K
  • Short-term disability$283K
  • Long-term disability$280K
  • Dental$234K
  • +1 more
Total $5.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • HARVARD PILGRIM HEALTH CARE90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • DELTA DENTAL OF CALIFORNIA4%
  • RED TREE INSURANCE COMPANY, INC.0%
Total $5.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • CROSS BENEFIT SOLUTIONS63%
  • CROSS INSURANCE37%
  • COMBINED SERVICES LLC0%
Total $112K3 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

WOODFORDS FAMILY SERVICES 403B PLAN

403b

Assets$9.8M
Participants537
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOODFORDS FAMILY SERVICES BENEFIT PLAN

Fully Insured - HARVARD PILGRIM HEALTHCARE

Premiums$5.5M
Covered lives473
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOODFORDS FAMILY SERVICES 403B PLAN403b$9.8M5372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOODFORDS FAMILY SERVICES BENEFIT PLANFully InsuredHARVARD PILGRIM HEALTHCARE$5.5M4732025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica