Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$963K
- Life$591K
- Other$591K
- Short-term disability$450K
- Long-term disability$450K
- Vision$50K
- +1 more
Sponsor portfolio
WOODFIN HEATING INC
EIN 54-1061638Latest filing 2025
Plans
2
Retirement
1
$43.1M assets
Welfare
1
$1.6M premiums
Participants
2,095
1823 N HAMILTON STREET - RICHMOND, VA 23230804-359-9624
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 874 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- SUN LIFE ASSURANCE COMPANY OF CANADA59%
- METROPOLITAN LIFE INSURANCE COMPANY28%
- UNITEDHEALTHCARE INSURANCE COMPANY9%
- FIDELITY SECURITY LIFE INSURANCE COMPANY2%
- ANTHEM LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
53%top
- ALLIANT INSURANCE SERVICES, INC.53%
- STEPHEN J. WORGAN19%
- BENEFIT ADVISORS SERVICES GROUP LLC19%
- MATTHEW WORGAN6%
- GIS BENEFITS INC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DOSWELL OPERATING GROUP 401(K) PLAN
401k
Assets$43.1M
Participants1,233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
WOODFIN HEATING INC MEDICAL PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.6M
Covered lives874
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DOSWELL OPERATING GROUP 401(K) PLAN | 401k | $43.1M | 1,233 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | WOODFIN HEATING INC MEDICAL PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.6M | 874 | 2025 |
Retirement plans
Welfare plans