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Sponsor portfolioTH

WOODBERRY FOREST SCHOOL

EIN 54-0519590-higher education-Latest filing 2025
Plans
2
Retirement
1
$77.3M assets
Welfare
1
$1.2M premiums
Participants
646
10 WOODBERRY STATION - WOODBERRY FOREST, VA 22989540-672-6187woodberry.orgLinkedIn51-200 employeeshigher education
Plans on this EIN
2 filings
#003403b-$77.3M - 449 part#501Fully Insured-$1.2M - 380 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 380 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.2M
  • Health$918K
  • Stop-loss$918K
  • Dental$258K
  • Life$258K
  • Long-term disability$258K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • ANTHEM LIFE INSURANCE COMPANY78%
  • PRINCIPAL LIFE INSURANCE COMPANY22%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • DIGITAL INSURANCE LLC54%
  • CENTRO BENEFITS RESEARCH LLC46%
Total $26K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

WOODBERRY FOREST SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$77.3M
Participants449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOODBERRY FOREST SCHOOL HOSPITALIZATION INSURANCE

Fully Insured - HEALTHKEEPERS, INC.

Premiums$1.2M
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003WOODBERRY FOREST SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$77.3M4492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOODBERRY FOREST SCHOOL HOSPITALIZATION INSURANCEFully InsuredHEALTHKEEPERS, INC.$1.2M3802025
Retirement plans
Welfare plans
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