Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $4.7M assets / 369 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $93K premiums / 142 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Mixed - WILLAMETTE DENTAL INSURANCE, INC.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | 9WOOD 401K PROFIT SHARING PLAN | 401(k) | $2.8M | 173 | 2025 |
| #002 | 9WOOD, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.9M | 196 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | 9WOOD INC. WELFARE BENEFIT PLAN | Mixed | WILLAMETTE DENTAL INSURANCE, INC. | $93K | 142 | 2025 |