Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$58K
- Life$39K
- Other$39K
- Vision$13K
Sponsor portfolio
WILLOW BROOK CHRISTIAN SERVICES
EIN 20-0996799Latest filing 2025
Plans
2
Retirement
1
$11.9M assets
Welfare
1
$111K premiums
Participants
896
100 DELAWARE CROSSING WEST - DELAWARE, OH 43015740-201-5747
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $111K premiums / 274 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- SUN LIFE ASSURANCE COMPANY OF CANADA52%
- MEDMUTUAL LIFE INSURANCE COMPANY19%
- UNUM LIFE INSURANCE COMPANY OF AMERICA16%
- AMERITAS LIFE INSURANCE CORP.12%
Broker market share
Schedule A broker compensation
88%top
- USI INSURANCE SERVICES LLC88%
- INTEGRATED EMPLOYEE BENEFIT SOLUTIO8%
- JAMES D SAMS2%
- HOWARD B MESZAROS1%
- DIANA RAUCH1%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLOW BROOK 403(B) RETIREMENT PLAN
403b
Assets$11.9M
Participants622
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WILLOW BROOK CHRISTIAN SERVICES EMPLOYEE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$111K
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLOW BROOK 403(B) RETIREMENT PLAN | 403b | $11.9M | 622 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WILLOW BROOK CHRISTIAN SERVICES EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $111K | 274 | 2025 |
Retirement plans
Welfare plans