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  2. WODA COOPER COMPANIES, INC.
Sponsor portfolio

WODA COOPER COMPANIES, INC.

EIN 26-0430251-real estate-Latest filing 2025
Plans
3
Retirement
2
$31.4M assets
Welfare
1
$3.2M premiums
Participants
2,309
500 SOUTH FRONT STREET, 10TH FLOOR - COLUMBUS, OH 43215614-396-3200wodagroup.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
3 filings
#001ESOP-$20.4M - 962 part#002401k-$11.0M - 660 part#501Fully Insured-$3.2M - 806 lives

Retirement portfolio analytics

2 plans aggregated / $31.4M assets / 1,622 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PLAN AND TRUST (#001)65%
  • HOLDINGS, INC. 401(K) (#002)35%
Total $31.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)962
  • HOLDINGS, INC. 401(K) (#002)660
Total 1,622Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 806 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$606K
  • Vision$606K
  • Life$606K
  • Short-term disability$606K
  • Long-term disability$606K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITEDHEALTHCARE INSURANCE COMPANY81%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
Total $3.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUNTINGTON INSURANCE INC100%
Total $106K1 slice

Plan deep-dives

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

VALHALLA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$20.4M
Participants962
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VALHALLA HOLDINGS, INC. 401(K) PLAN

401k

Assets$11.0M
Participants660
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WODA COOPER COMPANIES, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.2M
Covered lives806
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VALHALLA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$20.4M9622024
002VALHALLA HOLDINGS, INC. 401(K) PLAN401k$11.0M6602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WODA COOPER COMPANIES, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.2M8062025
Retirement plans
Welfare plans
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