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Sponsor portfolio

WOODBOLT DISTRIBUTION, LLC

EIN 20-0695784-Management of Companies and Enterprises-Latest filing 2024
Plans
2
Retirement
1
$23.9M assets
Welfare
1
$3.5M premiums
Participants
925
332 GRACE LANE - AUSTIN, TX 78746800-870-2070
Plans on this EIN
2 filings
#002401k-$23.9M - 545 part#502Mixed-$3.5M - 652 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 652 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Dental$541K
  • Vision$541K
  • Life$541K
  • Short-term disability$541K
  • Other$541K
Total $3.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $3.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • ANCO INS. SVC. OF BRYAN COLLEGE STA88%
  • CENTRO BENEFITS RESEARCH LLC12%
Total $192K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WOODBOLT DISTRIBUTION 401(K) PLAN

401k

Assets$23.9M
Participants545
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WOODBOLT DISTRIBUTION, LLC WRAP PLAN

Mixed - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$3.5M
Covered lives652
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WOODBOLT DISTRIBUTION 401(K) PLAN401k$23.9M5452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WOODBOLT DISTRIBUTION, LLC WRAP PLANMixedBLUE CROSS BLUE SHIELD OF TEXAS$3.5M6522024
Retirement plans
Welfare plans
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