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Sponsor portfolio

WOOD-MIZER HOLDINGS INC

EIN 35-1295069-machinery-Latest filing 2025
Plans
3
Retirement
2
$136.5M assets
Welfare
1
$221K premiums
Participants
1,643
8180 WEST 10TH STREET - INDIANAPOLIS, IN 462142430317-217-1542LinkedIn201-500 employeesmachinery
Plans on this EIN
3 filings
#002ESOP-$107.5M - 723 part#001401k-$29.0M - 582 part#501Mixed-$221K - 338 lives

Retirement portfolio analytics

2 plans aggregated / $136.5M assets / 1,305 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • EMPLOYEE STOCK OWNERSHIP (#002)79%
  • INC. 401K PLAN (#001)21%
Total $136.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)723
  • INC. 401K PLAN (#001)582
Total 1,305Click row to drill in

Benefits portfolio analytics

1 plan / $221K premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$221K
  • Life$219K
  • Long-term disability$219K
Total $221K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIASTAR LIFE INSURANCE COMPANY100%
Total $221K1 slice

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GIBSON INSURANCE AGENCY, INC.97%
  • ADP INC3%
Total $31K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$107.5M
Participants723
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WOOD-MIZER PRODUCTS, INC. 401K PLAN

401k

Assets$29.0M
Participants582
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE BENEFIT PLAN OF WOOD-MIZER HOLDINGS, INC.

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$221K
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$107.5M7232024
001WOOD-MIZER PRODUCTS, INC. 401K PLAN401k$29.0M5822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE BENEFIT PLAN OF WOOD-MIZER HOLDINGS, INC.MixedRELIASTAR LIFE INSURANCE COMPANY$221K3382025
Retirement plans
Welfare plans
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