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  2. WOODWARD, INC.
Sponsor portfolioTH

WOODWARD, INC.

EIN 36-1984010-consumer goods-Latest filing 2025
Plans
6
Retirement
4
$2.14B assets
Welfare
2
$20.9M premiums
Participants
26,547
1081 WOODWARD WAY - FORT COLLINS, CO 805241519815-639-6815woodward.comLinkedIn5001-10000 employeesconsumer goods
Plans on this EIN
6 filings
#001ESOP-$1.97B - 8,786 part#006TraditionalDB-$150.2M - 692 part#005TraditionalDB-$18.7M - 292 part#002ProfitSharing-$6.5M - 163 part#503Mixed-$20.9M - 6,494 lives#507Fully Insured-$26K - 10,362 lives

Retirement portfolio analytics

4 plans aggregated / $2.14B assets / 9,933 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • WOODWARD RETIREMENT Savings (#001)92%
  • WOODWARD HRT PENSION (#006)7%
  • FST EMPLOYEES' PENSION (#005)1%
  • RETIREMENT ACCOUNT PLAN (#002)0%
Total $2.14BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
92%top
  • THE VANGUARD GROUP, INC.92%
  • MILLIMAN, INC.8%
  • (Not disclosed)0%
Total $2.14BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WOODWARD RETIREMENT Savings (#001)8,786
  • WOODWARD HRT PENSION (#006)692
  • FST EMPLOYEES' PENSION (#005)292
  • RETIREMENT ACCOUNT PLAN (#002)163
Total 9,933Click row to drill in

Benefits portfolio analytics

2 plans / $20.9M premiums / 16,856 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ACE AMERICAN INSURANCE COMPANY100%
Total $26K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $5K1 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

WOODWARD RETIREMENT SAVINGS PLAN

ESOP

Assets$1.97B
Participants8,786
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

WOODWARD HRT PENSION PLAN

TraditionalDB

Assets$150.2M
Participants692
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

WOODWARD FST EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$18.7M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WOODWARD HRT RETIREMENT ACCOUNT PLAN

ProfitSharing

Assets$6.5M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WOODWARD EMPLOYEE WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$20.9M
Covered lives6,494
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

WOODWARD TRAVEL ACCIDENT INSURANCE PLAN

Fully Insured - ACE AMERICAN INSURANCE COMPANY

Premiums$26K
Covered lives10,362
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001WOODWARD RETIREMENT SAVINGS PLANESOP$1.97B8,7862024
006WOODWARD HRT PENSION PLANTraditionalDB$150.2M6922024
005WOODWARD FST EMPLOYEES' PENSION PLANTraditionalDB$18.7M2922024
002WOODWARD HRT RETIREMENT ACCOUNT PLANProfitSharing$6.5M1632024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WOODWARD EMPLOYEE WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC$20.9M6,4942024
507WOODWARD TRAVEL ACCIDENT INSURANCE PLANFully InsuredACE AMERICAN INSURANCE COMPANY$26K10,3622025
Retirement plans
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