Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST. (#001)$30.0M
Filings through .
Woda Cooper Companies, Inc.
EIN 26-0430251real estateLatest filing 2025
Plans
3
Retirement
2
$43.5M assets
Health & Benefits
1
$3.2M premiums
Participants
2,356
500 S FRONT STREET, 10TH FLOOR - COLUMBUS, OH 432157628614-396-3200wodagroup.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $43.5M assets / 1,669 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WODA COOPER COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST.
ESOP
Assets$30.0M
Participants907
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
VALHALLA HOLDINGS, INC. 401(K) PLAN
401(k)
Assets$13.4M
Participants762
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WODA COOPER COMPANIES, INC. HEALTH AND WELFARE PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.2M
Covered lives806
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WODA COOPER COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST. | ESOP | $30.0M | 907 | 2025 |
| #002 | VALHALLA HOLDINGS, INC. 401(K) PLAN | 401(k) | $13.4M | 762 | 2025 |
- #001 · ESOP · 2025907
- #002 · 401(k) · 2025762
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WODA COOPER COMPANIES, INC. HEALTH AND WELFARE PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.2M | 806 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025806
Retirement plans
Health & Benefits plans