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Sponsor portfolioTH

TOM WOOD, INC.

EIN 35-1363838-Latest filing 2025
Plans
2
Retirement
1
$69.0M assets
Welfare
1
$305K premiums
Participants
2,580
9820 ASSOCIATION COURT - INDIANAPOLIS, IN 46280317-574-0143
Plans on this EIN
2 filings
#002401k-$69.0M - 1,534 part#501Mixed-$305K - 1,044 lives

Benefits portfolio analytics

1 plan / $305K premiums / 1,044 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$305K
  • Life$305K
  • Long-term disability$305K
  • Other$305K
Total $305K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $305K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MJ INSURANCE100%
Total $51K1 slice

Plan deep-dives

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

TOM WOOD GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$69.0M
Participants1,534
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOM WOOD, INC. HEALTH CARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$305K
Covered lives1,044
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TOM WOOD GROUP 401(K) PROFIT SHARING PLAN401k$69.0M1,5342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOM WOOD, INC. HEALTH CARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$305K1,0442025
Retirement plans
Welfare plans
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