Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$388K
- Life$253K
- Short-term disability$253K
- Long-term disability$253K
- Dental$84K
- Vision$84K
Sponsor portfolio
GLENWOOD, INC.
EIN 23-7396710individual & family servicesLatest filing 2025
Plans
5
Retirement
1
$11.4M assets
Welfare
4
$726K premiums
Participants
1,401
150 GLENWOOD LANE - BIRMINGHAM, AL 35242205-969-2880glenwood.orgLinkedIn201-500 employeesindividual & family services
Benefits portfolio analytics
4 plans / $726K premiums / 1,110 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY54%
- ZURICH AMERICAN INSURANCE COMPANY28%
- CANOPY18%
- PAN-AMERICAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
86%top
- VALENT GROUP86%
- JAMES C ZELLER14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GLENWOOD INC. 403(B) PLAN
403b
Assets$11.4M
Participants576
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
GLENWOOD, INC. LIFE AND DISABILITY PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$471K
Covered lives387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
GLENWOOD, INC. MEDICAL GAP PLAN
Fully Insured - OPTIMED HEALTH
Premiums$188K
Covered lives438
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
GLENWOOD INC., DENTAL PLAN
Fully Insured - CANOPY INSURANCE CORP
Premiums$49K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
GLENWOOD INC., VISION PLAN
Fully Insured - CANOPY INSURANCE CORP
Premiums$18K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GLENWOOD INC. 403(B) PLAN | 403b | $11.4M | 576 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | GLENWOOD, INC. LIFE AND DISABILITY PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $471K | 387 | 2025 | |
| 501 | GLENWOOD, INC. MEDICAL GAP PLAN | Fully Insured | OPTIMED HEALTH | $188K | 438 | 2024 | |
| 503 | GLENWOOD INC., DENTAL PLAN | Fully Insured | CANOPY INSURANCE CORP | $49K | 142 | 2024 | |
| 504 | GLENWOOD INC., VISION PLAN | Fully Insured | CANOPY INSURANCE CORP | $18K | 143 | 2024 |
Retirement plans
Welfare plans