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Sponsor portfolio

WOLTZ & WIND FORD, INC.

EIN 25-1353793-retail-Latest filing 2024
Plans
3
Retirement
2
$24.5M assets
Welfare
1
$1.2M premiums
Participants
610
2100 WASHINGTON PIKE - HEIDELBERG, PA 151063373412-279-4551woltzwindford.comLinkedIn201-500 employeesretail
Plans on this EIN
3 filings
#002401k-$13.0M - 180 part#001TraditionalDB-$11.5M - 321 part#506Mixed-$1.2M - 158 lives

Retirement portfolio analytics

2 plans aggregated / $24.5M assets / 501 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • INC. RETIREMENT Savings (#002)53%
  • INC. RETIREMENT PLAN (#001)47%
Total $24.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • DUNBAR, BENDER & ZAPF, INC.53%
  • (Not disclosed)47%
Total $24.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)321
  • INC. RETIREMENT Savings (#002)180
Total 501Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Long-term disability$82K
  • Short-term disability$14K
  • Life$6K
  • Other$3K
  • Stop-loss$3K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UPMC HEALTH OPTIONS91%
  • AMERICAN FIDELITY ASSURANCE COMPANY8%
  • AMERICAN UNITED LIFE INSURANCE COMPANY1%
  • AMERICAN FIDEILTY ASSURANCE COMPANY0%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ENSCOE LONG INSURANCE GROUP LLC83%
  • ASSURANCE AGENCY LTD9%
  • BB&T INSURANCE SERVICES, INC.6%
  • PAA SERVICES INC1%
Total $47K4 slices

Plan deep-dives

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

WOLTZ & WIND FORD, INC. & WASHINGTON FORD, INC. RETIREMENT SAVINGS PLAN

401k

Assets$13.0M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WOLTZ & WIND FORD, INC. AND WASHINGTON FORD, INC. RETIREMENT PLAN

TraditionalDB

Assets$11.5M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

WOLTZ AND WIND FORD INC WELFARE PLAN

Mixed - UPMC HEALTH OPTIONS

Premiums$1.2M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WOLTZ & WIND FORD, INC. & WASHINGTON FORD, INC. RETIREMENT SAVINGS PLAN401k$13.0M1802024
001WOLTZ & WIND FORD, INC. AND WASHINGTON FORD, INC. RETIREMENT PLANTraditionalDB$11.5M3212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506WOLTZ AND WIND FORD INC WELFARE PLANMixedUPMC HEALTH OPTIONS$1.2M1582024
Retirement plans
Welfare plans
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