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Sponsor portfolio

WOODSIDE GROUP, LLC

EIN 26-3717789-Latest filing 2025
Plans
2
Retirement
1
$56.4M assets
Welfare
1
$10.0M premiums
Participants
818
460 WEST 50 NORTH, SUITE 200 - SALT LAKE CITY, UT 84101801-869-3950
Plans on this EIN
2 filings
#001401k-$56.4M - 818 part#502Fully Insured-$10.0M - 1,104 lives

Benefits portfolio analytics

1 plan / $10.0M premiums / 1,104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.0M
  • Prescription drug$9.0M
  • Dental$487K
  • Other$286K
  • Life$221K
  • Short-term disability$194K
  • +2 more
Total $10.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITEDHEALTHCARE INSURANCE COMPANY83%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
  • +1 more
Total $10.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • MARSH & MCLENNAN AGENCY LLC65%
  • MERCER HEALTH AND BENEFITS, LLC35%
Total $420K2 slices

Plan deep-dives

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

WOODSIDE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$56.4M
Participants818
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WOODSIDE GROUP, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$10.0M
Covered lives1,104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOODSIDE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN401k$56.4M8182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WOODSIDE GROUP, LLC EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$10.0M1,1042025
Retirement plans
Welfare plans
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