Filings through .
Woodley Farra Manion Portfolio Management, Inc.
EIN 35-1964649financial servicesLatest filing 2025
Plans
2
Retirement
1
$18.6M assets
Health & Benefits
1
Participants
16
8555 N. RIVER ROAD, SUITE 400 - INDIANAPOLIS, IN 46240317-269-0225woodleyfarra.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT, INC. 401(K) PLAN
401(k)
Assets$18.6M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WOODLEY FARRA CBIN BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT, INC. 401(K) PLAN | 401(k) | $18.6M | 16 | 2025 |
- #001 · 401(k) · 202516
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WOODLEY FARRA CBIN BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans