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Sponsor portfolio

THE NORWOOD COMPANY

EIN 22-2066074-construction-Latest filing 2024
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$1.5M premiums
Participants
205
375 TECHNOLOGY DRIVE - MALVERN, PA 19355610-240-4400norwoodco.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#002401k-$19.7M - 125 part#501Mixed-$1.5M - 245 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$159K
  • Vision$159K
  • Life$159K
  • Short-term disability$159K
  • Long-term disability$159K
  • Other$159K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $24K1 slice

Plan deep-dives

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

THE NORWOOD COMPANY 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$19.7M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE NORWOOD COMPANY HEALTH & WELFARE BENEFITS PLAN

Mixed - INDEPENDENCE BLUE CROSS

Premiums$1.5M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE NORWOOD COMPANY 401(K) RETIREMENT SAVINGS PLAN401k$19.7M1252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE NORWOOD COMPANY HEALTH & WELFARE BENEFITS PLANMixedINDEPENDENCE BLUE CROSS$1.5M2452024
Retirement plans
Welfare plans
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