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Sponsor portfolio

NORTHWOOD INVESTORS LLC

EIN 26-0373451-financial services-Latest filing 2024
Plans
2
Retirement
1
$74.1M assets
Welfare
1
$2.1M premiums
Participants
5,727
1819 WAZEE STREET - DENVER, CO 80202303-293-7140northwoodinvestors.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$74.1M - 4,346 part#503Fully Insured-$2.1M - 1,525 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 1,525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Short-term disability$282K
  • Life$280K
  • Long-term disability$253K
  • Other$104K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • KAISER FOUNDATION HEALTH PLAN INC50%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA40%
  • EYEMED VISION CARE4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • +1 more
Total $2.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • USI INSURANCE SERVICES LLC94%
  • CUSTOM BENEFIT PROGRAMS INC6%
Total $45K2 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

NORTHWOOD 401(K) SAVINGS PLAN

401k

Assets$74.1M
Participants4,346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

NORTHWOOD COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.1M
Covered lives1,525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NORTHWOOD 401(K) SAVINGS PLAN401k$74.1M4,3462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503NORTHWOOD COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$2.1M1,5252024
Retirement plans
Welfare plans
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