Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WOODBRIDGE HOLDINGS INC.
EIN 39-1505258restaurantsLatest filing 2025
Plans
3
Retirement
2
$173.0M assets
Welfare
1
$2.0M premiums
Participants
5,247
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $173.0M assets / 3,691 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 1,556 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.3M
- Life$570K
- Long-term disability$164K
- Other$1K
Carrier market share
Premium dollars by Schedule A carrier
63%top
- BCS FINANCIAL CORPORATION63%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY37%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE WOODBRIDGE GROUP RETIREMENT SAVINGS PLAN
401k
Assets$111.3M
Participants2,852
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE WOODBRIDGE GROUP U.S. SALARIED EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$61.7M
Participants839
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WOODBRIDGE GROUP WELFARE BENEFITS PLAN
Mixed - BCS FINANCIAL CORPORATION
Premiums$2.0M
Covered lives1,556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WOODBRIDGE GROUP RETIREMENT SAVINGS PLAN | 401k | $111.3M | 2,852 | 2024 | |
| 002 | THE WOODBRIDGE GROUP U.S. SALARIED EMPLOYEES' PENSION PLAN | TraditionalDB | $61.7M | 839 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WOODBRIDGE GROUP WELFARE BENEFITS PLAN | Mixed | BCS FINANCIAL CORPORATION | $2.0M | 1,556 | 2025 |
Retirement plans
Welfare plans