PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WOOD MACKENZIE, INC.
Sponsor portfolio

WOOD MACKENZIE, INC.

EIN 01-0564533-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$143.0M assets
Welfare
1
$468K premiums
Participants
1,394
5847 SAN FELIPE ST. 10TH FLOOR, STE 1000 - HOUSTON, TX 77057713-470-1600
Plans on this EIN
2 filings
#001401k-$143.0M - 905 part#502Mixed-$468K - 592 lives

Benefits portfolio analytics

1 plan / $468K premiums / 592 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$422K
  • Short-term disability$422K
  • Long-term disability$422K
  • Other$422K
  • Vision$45K
Total $468K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA90%
  • VISION SERVICE PLAN10%
Total $468K2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • AON CONSULTING INC76%
  • RED GATE GROUP LLC23%
  • IMG0%
Total $44K3 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

WOOD MACKENZIE, INC. 401(K) PLAN

401k

Assets$143.0M
Participants905
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WOOD MACKENZIE DENTAL, LIFE, STD, LTD PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$468K
Covered lives592
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOOD MACKENZIE, INC. 401(K) PLAN401k$143.0M9052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WOOD MACKENZIE DENTAL, LIFE, STD, LTD PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$468K5922025
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