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Sponsor portfolio

WOODWARD MANAGEMENT PARTNERS LLC

EIN 26-1465929-real estate-Latest filing 2025
Plans
3
Retirement
1
$3.0M assets
Welfare
2
$544K premiums
Participants
835
3495 PIEDMONT RD., NE, BLDG 12-100 - ATLANTA, GA 30305404-467-6309woodwardmgt.comLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#001401k-$3.0M - 231 part#501Fully Insured-$327K - 227 lives#502Fully Insured-$216K - 392 lives

Benefits portfolio analytics

2 plans / $544K premiums / 619 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$327K
  • Dental$216K
  • Vision$216K
  • Life$216K
  • Long-term disability$216K
  • Other$216K
Total $544K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
  • METROPOLITAN LIFE INSURANCE COMPANY40%
Total $544K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STERLING SEACREST PRITCHARD, INC.100%
Total $105K1 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

WOODWARD MANAGEMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN

401k

Assets$3.0M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOODWARD MANAGEMENT PARTNERS HEALTH PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$327K
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WOODWARD MANAGEMENT PARTNERS LIFE AND DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$216K
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOODWARD MANAGEMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN401k$3.0M2312024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOODWARD MANAGEMENT PARTNERS HEALTH PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$327K2272025
502WOODWARD MANAGEMENT PARTNERS LIFE AND DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$216K3922025
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