Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WOLF & COMPANY, P.C.
EIN 04-2689883accountingLatest filing 2025
Plans
3
Retirement
2
$129.3M assets
Welfare
1
$5.4M premiums
Participants
1,260
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $129.3M assets / 869 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.4M premiums / 390 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.3M
- Prescription drug$4.3M
- Other$401K
- Dental$329K
- Life$314K
- Long-term disability$171K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- RELIANCE STANDARD LIFE INSURANCE COMPANY11%
- STANDARD INSURANCE COMPANY3%
- EYEMED VISION CARE2%
Broker market share
Schedule A broker compensation
99%top
- BROWN & BROWN INSURANCE SERVICES99%
- HAYS COMPANIES, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WOLF & COMPANY, P.C. 401(K) PLAN
401k
Assets$70.9M
Participants552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WOLF & COMPANY, P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$58.4M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WOLF & COMPANY, P.C. GROUP HEALTH PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MA
Premiums$5.4M
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WOLF & COMPANY, P.C. 401(K) PLAN | 401k | $70.9M | 552 | 2025 | |
| 001 | WOLF & COMPANY, P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $58.4M | 317 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WOLF & COMPANY, P.C. GROUP HEALTH PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MA | $5.4M | 390 | 2025 |
Retirement plans
Welfare plans