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
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN | 401k | $259.0M | 1,749 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WOODARD AND CURRAN, INC. HEALTH AND WELFARE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.5M | 1,277 | 2025 |