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Sponsor portfolioTH

WOODWARD ACADEMY

EIN 58-0625584-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$133.9M assets
Welfare
1
$747K premiums
Participants
1,633
1662 RUGBY AVENUE - COLLEGE PARK, GA 30337404-765-4028woodward.eduLinkedIn501-1000 employeesprimary/secondary education
Plans on this EIN
2 filings
#004403b-$133.9M - 1,050 part#501Mixed-$747K - 641 lives

Benefits portfolio analytics

1 plan / $747K premiums / 641 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$377K
  • Vision$286K
  • Short-term disability$217K
  • Life$137K
  • Long-term disability$107K
Total $747K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY62%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
Total $747K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $188K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

WOODWARD ACADEMY RETIREMENT PLAN

403b

Assets$133.9M
Participants1,050
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOODWARD ACADEMY CAFETERIA PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$747K
Covered lives641
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004WOODWARD ACADEMY RETIREMENT PLAN403b$133.9M1,0502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOODWARD ACADEMY CAFETERIA PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$747K6412025
Retirement plans
Welfare plans
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