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  2. BAXTER & WOODMAN, INC.
Sponsor portfolioTH

BAXTER & WOODMAN, INC.

EIN 36-2845242-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$90.9M assets
Welfare
1
$5.2M premiums
Participants
1,496
8678 RIDGEFIELD ROAD - CRYSTAL LAKE, IL 60012815-444-3235baxterwoodman.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#001401k-$89.2M - 592 part#002ProfitSharing-$1.7M - 436 part#501Fully Insured-$5.2M - 730 lives

Retirement portfolio analytics

2 plans aggregated / $90.9M assets / 1,028 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • 401K RETIREMENT Savings (#001)98%
  • COMPENSATION RETIREMENT PLAN (#002)2%
Total $90.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • ASCENSUS LLC98%
  • (Not disclosed)2%
Total $90.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT Savings (#001)592
  • COMPENSATION RETIREMENT PLAN (#002)436
Total 1,028Click row to drill in

Benefits portfolio analytics

1 plan / $5.2M premiums / 730 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Dental$4.9M
  • Other$330K
  • Vision$269K
  • Life$269K
  • Short-term disability$269K
  • +1 more
Total $5.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
  • PERSPECTIVES LTD0%
Total $5.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $26K1 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

BAXTER & WOODMAN 401K RETIREMENT SAVINGS PLAN

401k

Assets$89.2M
Participants592
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BAXTER & WOODMAN EMPLOYEE QUALIFIED DEFERRED COMPENSATION RETIREMENT PLAN

ProfitSharing

Assets$1.7M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAXTER AND WOODMAN INC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$5.2M
Covered lives730
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BAXTER & WOODMAN 401K RETIREMENT SAVINGS PLAN401k$89.2M5922024
002BAXTER & WOODMAN EMPLOYEE QUALIFIED DEFERRED COMPENSATION RETIREMENT PLANProfitSharing$1.7M4362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAXTER AND WOODMAN INC EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$5.2M7302025
Retirement plans
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