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Sponsor portfolio

WOODIE ENTERPRISES, INC.

EIN 56-1538933-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$1.1M assets
Welfare
1
$252K premiums
Participants
342
PO BOX 30755 - CHARLOTTE, NC 28230704-556-3033LinkedIn1-10 employeesindividual & family services
Plans on this EIN
3 filings
#002401k-$778K - 111 part#001401k-$307K - 83 part#501Mixed-$252K - 158 lives

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 194 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • INC. SOUTH 401(K) (#002)72%
  • INC. NORTH 401(K) (#001)28%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. SOUTH 401(K) (#002)111
  • INC. NORTH 401(K) (#001)83
Total 194Click row to drill in

Benefits portfolio analytics

1 plan / $252K premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$139K
  • Other$112K
  • Dental$44K
  • Vision$44K
  • Life$44K
Total $252K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • WESTPORT INSURANCE CORPORATION55%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA27%
  • PRINCIPAL LIFE INSURANCE COMPANY17%
Total $252K3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • CEDORA B LEVINER55%
  • MAIN STREET FINANCIAL GROUP26%
  • UNITED PRODUCERS GROUP LLC7%
  • DAVID MASON DOKELL6%
  • RM BEASLEY & ASSOCIATES INC3%
  • +3 more
Total $14K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WOODIE ENTERPRISES, INC. SOUTH 401(K) PLAN

401k

Assets$778K
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WOODIE ENTERPRISES, INC. NORTH 401(K) PLAN

401k

Assets$307K
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOODIE ENTERPRISES, INC. WELFARE BENEFIT PLAN

Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.

Premiums$252K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WOODIE ENTERPRISES, INC. SOUTH 401(K) PLAN401k$778K1112024
001WOODIE ENTERPRISES, INC. NORTH 401(K) PLAN401k$307K832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOODIE ENTERPRISES, INC. WELFARE BENEFIT PLANMixedSWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.$252K1582025
Retirement plans
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