Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Vision$2.1M
- Prescription drug$2.1M
- Life$34K
- Short-term disability$31K
- +2 more
Sponsor portfolio
WOLF-GORDON INC
EIN 13-2589761designLatest filing 2025
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$2.2M premiums
Participants
243
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 231 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITED HEALTHCARE INSURANCE COMPANY96%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- COMPANION LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
85%top
- MARSH & MCLENNAN AGENCY LLC85%
- PROFESSIONAL PENSIONS INC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WOLF-GORDON, INC. PROFIT SHARING PLAN
401k
Assets$17.3M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WOLF-GORDON INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$2.2M
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WOLF-GORDON, INC. PROFIT SHARING PLAN | 401k | $17.3M | 133 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WOLF-GORDON INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $2.2M | 231 | 2025 |
Retirement plans
Welfare plans