PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WOORI AMERICA BANK
Sponsor portfolio

WOORI AMERICA BANK

EIN 13-3192702-financial services-Latest filing 2025
Plans
2
Retirement
1
$31.8M assets
Welfare
1
$4.6M premiums
Participants
693
330 5TH AVENUE, 3RD FLOOR - NEW YORK, NY 100013701212-244-3000wooriamericabank.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$31.8M - 409 part#501Fully Insured-$4.6M - 737 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 737 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Dental$353K
  • Life$353K
  • Vision$37K
Total $4.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA8%
  • AETNA LIFE INSURANCE COMPANY1%
Total $4.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • DONALD C SAVOY INC50%
  • ONE ALLIANCE INSURANCE AGENCY44%
  • GALLAGHER BENEFIT SERVICES, INC.6%
Total $190K3 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

WOORI AMERICA BANK 401(K) PROFIT SHARING PLAN

401k

Assets$31.8M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOORI AMERICA BANK HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.6M
Covered lives737
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOORI AMERICA BANK 401(K) PROFIT SHARING PLAN401k$31.8M4092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOORI AMERICA BANK HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.6M7372025
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