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Sponsor portfolio

ROBBIE D. WOOD, INC.

EIN 63-0681833-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$526K premiums
Participants
228
P.O. BOX 125 - DOLOMITE, AL 35061205-744-8440robbiedwood.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$7.8M - 97 part#504Mixed-$526K - 152 lives

Benefits portfolio analytics

1 plan / $526K premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$399K
  • Life$95K
  • Other$95K
  • Short-term disability$32K
Total $526K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY76%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY24%
Total $526K2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • PATRIOT GROWTH INSURANCE SERVICES93%
  • GALLAGHER BENEFIT SERVICES, INC.7%
Total $34K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROBBIE D. WOOD, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN 401(K)

401k

Assets$7.8M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ROBBIE D. WOOD, INC. HEALTH & WELFARE PLAN

Mixed - BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY

Premiums$526K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROBBIE D. WOOD, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN 401(K)401k$7.8M972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ROBBIE D. WOOD, INC. HEALTH & WELFARE PLANMixedBERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY$526K1522024
Retirement plans
Welfare plans
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