Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $188.1M assets / 2,901 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.0M premiums / 1,556 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Mixed - BCS FINANCIAL CORPORATION
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE WOODBRIDGE GROUP RETIREMENT SAVINGS PLAN | 401(k) | $120.1M | 2,083 | 2025 |
| #002 | THE WOODBRIDGE GROUP U.S. SALARIED EMPLOYEES' PENSION PLAN | Traditional DB | $68.0M | 818 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE WOODBRIDGE GROUP WELFARE BENEFITS PLAN | Mixed | BCS FINANCIAL CORPORATION | $2.0M | 1,556 | 2025 |