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Sponsor portfolio

WOUNDED WARRIOR PROJECT, INC.

EIN 20-2370934-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$64.7M assets
Welfare
1
$3.7M premiums
Participants
2,134
4899 BELFORT ROAD, SUITE 300 - JACKSONVILLE, FL 32256904-405-1278woundedwarriorproject.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$64.7M - 1,231 part#501Mixed-$3.7M - 1,072 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 1,072 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.6M
  • Other$659K
  • Short-term disability$467K
  • Life$336K
  • Long-term disability$185K
  • Vision$131K
Total $3.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA71%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA17%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN4%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • STEALTH PARTNER GROUP LLC41%
  • MFB FINANCIAL INC35%
  • MFB FINANCIAL INC DBA THE BAILEY GR18%
  • MFB FINANCIAL DBA THE BAILEY GROUP5%
  • NFP INSURANCE SERVICES INC1%
Total $250K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WOUNDED WARRIOR PROJECT 401(K) PLAN

401k

Assets$64.7M
Participants1,231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOUNDED WARRIOR PROJECT HEALTH AND WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$3.7M
Covered lives1,072
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOUNDED WARRIOR PROJECT 401(K) PLAN401k$64.7M1,2312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOUNDED WARRIOR PROJECT HEALTH AND WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$3.7M1,0722025
Retirement plans
Welfare plans
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