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Sponsor portfolio

WOODS OVIATT GILMAN LLP

EIN 16-0902614-legal services-Latest filing 2025
Plans
2
Retirement
1
$61.8M assets
Welfare
1
$2.0M premiums
Participants
419
1900 BAUSCH LOMB PLACE - ROCHESTER, NY 14604585-987-2800woodsoviatt.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filings
#001401k-$61.8M - 253 part#501Fully Insured-$2.0M - 166 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Life$174K
  • Short-term disability$174K
  • Long-term disability$174K
  • Other$174K
  • Dental$92K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • TITAN INS & EMPLOYEE BENEFITS92%
  • STEALTH PARTNER GROUP LLC8%
  • IMG0%
Total $109K3 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

WOODS OVIATT GILMAN, LLP 401(K) PLAN

401k

Assets$61.8M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOODS OVIATT GILMAN LLP CAFETERIA PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$2.0M
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOODS OVIATT GILMAN, LLP 401(K) PLAN401k$61.8M2532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOODS OVIATT GILMAN LLP CAFETERIA PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$2.0M1662025
Retirement plans
Welfare plans
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