Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$161K
- Short-term disability$161K
- Long-term disability$161K
- Other$161K
Sponsor portfolioTH
WD PARTNERS, INC.
EIN 31-1451869designLatest filing 2025
Plans
5
Retirement
1
$39.7M assets
Welfare
4
$768K premiums
Participants
537
7007 DISCOVERY BOULEVARD - DUBLIN, OH 43017614-634-7000wdpartners.comLinkedIn501-1000 employeesdesign
Benefits portfolio analytics
4 plans / $768K premiums / 641 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SYMETRA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
56%top
- CLEARPATH BENEFIT ADVISORS LLC56%
- THE JAMES B OSWALD COMPANY44%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
W D PARTNERS PROFIT SHARING PLAN
401k
Assets$39.7M
Participants437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WD PARTNERS, INC GROUP HEALTH PLAN
Self Funded - BERKLEY ACCIDENT AND HEALTH
Premiums$419K
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
WD PARTNERS, INC GROUP LIFE/ADD/STD/LTD INSURANCE PLAN
Fully Insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$188K
Covered lives316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
WD PARTNERS, INC. HEALTH & WELFARE BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$161K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
WD PARTNERS, INC. VOLUNTARY DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | W D PARTNERS PROFIT SHARING PLAN | 401k | $39.7M | 437 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WD PARTNERS, INC GROUP HEALTH PLAN | Self Funded | BERKLEY ACCIDENT AND HEALTH | $419K | 225 | 2024 | |
| 506 | WD PARTNERS, INC GROUP LIFE/ADD/STD/LTD INSURANCE PLAN | Fully Insured | SYMETRA LIFE INSURANCE COMPANY | $188K | 316 | 2024 | |
| 510 | WD PARTNERS, INC. HEALTH & WELFARE BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $161K | 100 | 2025 | |
| 505 | WD PARTNERS, INC. VOLUNTARY DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans