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Sponsor portfolio

NORWOOD MEDICAL LLC

EIN 31-1013821-medical devices-Latest filing 2025
Plans
8
Retirement
1
$70.4M assets
Welfare
7
$16.0M premiums
Participants
1,301
2122 WINNERS CIRCLE - DAYTON, OH 45404937-228-4101norwoodmedical.comLinkedIn1001-5000 employeesmedical devices
Plans on this EIN
8 filings
#001401k-$70.4M - 1,301 part#501Fully Insured-$14.3M - 917 lives#505Fully Insured-$431K - 930 lives#504Fully Insured-$323K - 1,062 lives#507Fully Insured-$323K - 1,062 lives#502Fully Insured-$295K - 1,067 lives#503Fully Insured-$295K - 1,067 lives#506Fully Insured-$97K - 1,627 lives

Benefits portfolio analytics

7 plans / $16.0M premiums / 7,732 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$14.3M
  • Prescription drug$14.3M
  • Short-term disability$645K
  • Long-term disability$645K
  • Life$590K
  • Other$590K
  • +2 more
Total $16.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • MEDICAL MUTUAL89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • SUPERIOR DENTAL CARE3%
  • EYEMED VISION CARE1%
Total $16.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $283K1 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

NORWOOD MEDICAL EMPLOYEE SAVINGS PLAN AND TRUST

401k

Assets$70.4M
Participants1,301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORWOOD MEDICAL LLC HEALTHPLAN

Fully Insured - MEDICAL MUTUAL OF OHIO

Premiums$14.3M
Covered lives917
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

NORWOOD MEDICAL LLC DENTAL PLAN

Fully Insured - SUPERIOR DENTAL CARE INC

Premiums$431K
Covered lives930
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

NORWOOD MEDICAL LLC DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$323K
Covered lives1,062
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

NORWOOD MEDICAL LLC COMPANY LONG TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$323K
Covered lives1,062
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NORWOOD MEDICAL LLC BASIC TERM LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$295K
Covered lives1,067
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

NORWOOD MEDICAL LLC VOLUNTARY TERM LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$295K
Covered lives1,067
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

NORWOOD MEDICAL LLC VISION PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$97K
Covered lives1,627
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORWOOD MEDICAL EMPLOYEE SAVINGS PLAN AND TRUST401k$70.4M1,3012024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORWOOD MEDICAL LLC HEALTHPLANFully InsuredMEDICAL MUTUAL OF OHIO$14.3M9172025
505NORWOOD MEDICAL LLC DENTAL PLANFully InsuredSUPERIOR DENTAL CARE INC$431K9302025
504NORWOOD MEDICAL LLC DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$323K1,0622025
507NORWOOD MEDICAL LLC COMPANY LONG TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$323K1,0622025
502NORWOOD MEDICAL LLC BASIC TERM LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$295K1,0672025
503NORWOOD MEDICAL LLC VOLUNTARY TERM LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$295K1,0672025
506NORWOOD MEDICAL LLC VISION PLANFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$97K1,6272025
Retirement plans
Welfare plans
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