Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$350K
- Life$270K
- Long-term disability$239K
- Vision$175K
Sponsor portfolio
WOOLPERT, INC.
EIN 20-1391406civil engineeringLatest filing 2025
Plans
2
Retirement
1
$247.8M assets
Welfare
1
$764K premiums
Participants
4,161
4454 IDEA CENTER BOULEVARD - DAYTON, OH 45430937-461-5660woolpert.comLinkedIn1001-5000 employeescivil engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $764K premiums / 1,739 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA77%
- VISION SERVICE PLAN23%
Broker market share
Schedule A broker compensation
63%top
- CUSTOM BENEFIT PROGRAMS INC63%
- AON CONSULTING INC37%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WOOLPERT 401(K) PLAN
401k
Assets$247.8M
Participants2,372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WOOLPERT HEALTHCARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$764K
Covered lives1,739
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WOOLPERT 401(K) PLAN | 401k | $247.8M | 2,372 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WOOLPERT HEALTHCARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $764K | 1,739 | 2025 |
Retirement plans
Welfare plans