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  2. WOODARD AND CURRAN, INC.
Sponsor portfolio

WOODARD AND CURRAN, INC.

EIN 01-0363222-environmental services-Latest filing 2025
Plans
2
Retirement
1
$259.0M assets
Welfare
1
$2.5M premiums
Participants
3,036
12 MOUNTFORT STREET - PORTLAND, ME 04101207-774-2112woodardcurran.comLinkedIn1001-5000 employeesenvironmental services
Plans on this EIN
2 filings
#001401k-$259.0M - 1,749 part#501Mixed-$2.5M - 1,277 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 1,277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$1.2M
  • Long-term disability$1.2M
  • Health$1.1M
  • Prescription drug$1.1M
  • Vision$120K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA49%
  • KAISER FOUNDATION HEALTH PLAN INC32%
  • UPMC HEALTH OPTIONS13%
  • VISION SERVICE PLAN5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +1 more
Total $2.5M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $201K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$259.0M
Participants1,749
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOODARD AND CURRAN, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.5M
Covered lives1,277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN401k$259.0M1,7492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOODARD AND CURRAN, INC. HEALTH AND WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.5M1,2772025
Retirement plans
Welfare plans
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