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Sponsor portfolio

BAY AREA LUTHERAN HOMES, INC. D/B/A WOODSIDE SENIOR COMMUNITIES

EIN 39-1034534-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$204K premiums
Participants
646
1040 PILGRIM WAY - GREEN BAY, WI 54304920-499-1481LinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$5.4M - 391 part#501Mixed-$204K - 255 lives

Benefits portfolio analytics

1 plan / $204K premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$134K
  • Life$127K
  • Short-term disability$127K
  • Long-term disability$127K
  • Dental$61K
  • Vision$9K
Total $204K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • HARTFORD LIFE AND ACCIDENT62%
  • DELTA DENTAL OF CALIFORNIA30%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • COMPSYCH3%
Total $204K4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • M3 INSURANCE SOLUTIONS INC83%
  • GCG FINANCIAL LLC9%
  • WATCHTOWER BENEFITS, LLC8%
Total $21K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BAY AREA LUTHERAN HOMES, INC. TAX SHELTERED ANNUITY PLAN

403b

Assets$5.4M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAY AREA LUTHERAN HOMES, INC. WRAP PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$204K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAY AREA LUTHERAN HOMES, INC. TAX SHELTERED ANNUITY PLAN403b$5.4M3912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAY AREA LUTHERAN HOMES, INC. WRAP PLANMixedHARTFORD LIFE AND ACCIDENT$204K2552025
Retirement plans
Welfare plans
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