Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
L WOERNER INC
EIN 16-1108008Latest filing 2025
Plans
3
Retirement
2
$26.4M assets
Welfare
1
$844K premiums
Participants
2,485
85 METRO PARK - ROCHESTER, NY 14623585-272-1930
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $26.4M assets / 1,865 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
69%top
- ADP BROKER-DEALER69%
- (Not disclosed)31%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $844K premiums / 620 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$439K
- Vision$439K
- Life$439K
- Short-term disability$439K
- Long-term disability$439K
- Other$439K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
52%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA52%
- BLUE CROSS OF CALIFORNIA48%
Broker market share
Schedule A broker compensation
100%top
- TITAN INS & EMPLOYEE BENEFITS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN
401k
Assets$18.2M
Participants757
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HCR EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.2M
Participants1,108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
L WOERNER INC WELFARE BENEFIT PLAN
Fully Insured - GUARDIAN
Premiums$844K
Covered lives620
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN | 401k | $18.2M | 757 | 2024 | |
| 002 | HCR EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.2M | 1,108 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | L WOERNER INC WELFARE BENEFIT PLAN | Fully Insured | GUARDIAN | $844K | 620 | 2025 |
Retirement plans
Welfare plans