Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY
EIN 47-0339250Finance and InsuranceLatest filing 2024
Plans
4
Retirement
2
$987.9M assets
Welfare
2
$2.1M premiums
Participants
4,991
1700 FARNAM ST STE 2200 - OMAHA, NE 68102402-342-1890
Retirement portfolio analytics
2 plans aggregated / $987.9M assets / 3,509 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.1M premiums / 1,708 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Life$1.3M
- Long-term disability$321K
- Vision$287K
- Dental$89K
Carrier market share
Premium dollars by Schedule A carrier
62%top
- HARTFORD LIFE AND ACCIDENT62%
- UNUM LIFE INSURANCE COMPANY OF AMERICA15%
- VISION SERVICE PLAN13%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- NEBRASKA METHODIST HEALTH SYSTEM D/B/A BESTCARE EAP1%
Broker market share
Schedule A broker compensation
38%top
- HUB INTERNATIONAL MIDWEST LIMITED38%
- ACTURAIAL CONSULTING SERVICES, INC.28%
- MARSH & MCLENNAN AGENCY LLC17%
- FIRST INSURANCE GROUP LLC13%
- LARRY DEAVER4%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RETIREMENT PLAN FOR EMPLOYEES AND REPRESENTATIVES OF WOODMENLIFE
TraditionalDB
Assets$827.5M
Participants1,958
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WOODMENLIFE 401(K) PLAN
401k
Assets$160.4M
Participants1,551
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#521
RETIREE WELFARE BENEFIT PLAN OF WOODMEN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$1.4M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
ASSOCIATE WELFARE BENEFIT PLAN OF WOODMENLIFE
Mixed - PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY
Premiums$725K
Covered lives1,293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT PLAN FOR EMPLOYEES AND REPRESENTATIVES OF WOODMENLIFE | TraditionalDB | $827.5M | 1,958 | 2024 | |
| 002 | WOODMENLIFE 401(K) PLAN | 401k | $160.4M | 1,551 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 521 | RETIREE WELFARE BENEFIT PLAN OF WOODMEN | Mixed | HARTFORD LIFE AND ACCIDENT | $1.4M | 415 | 2024 | |
| 512 | ASSOCIATE WELFARE BENEFIT PLAN OF WOODMENLIFE | Mixed | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $725K | 1,293 | 2024 |
Retirement plans
Welfare plans