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  2. WOODCREST SERVICES, INC.
Sponsor portfolio

WOODCREST SERVICES, INC.

EIN 63-1086962-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$23.5M assets
Welfare
1
$939K premiums
Participants
269
2200 WOODCREST PLACE, SUITE 200 - BIRMINGHAM, AL 35209205-414-7063
Plans on this EIN
2 filings
#001401k-$23.5M - 153 part#501Mixed-$939K - 163 lives

Benefits portfolio analytics

1 plan / $939K premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$939K
  • Health$810K
  • Prescription drug$810K
  • Dental$128K
  • Life$128K
  • Long-term disability$128K
Total $939K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Total $939K2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • WILLIAM H BORLAND70%
  • THE CASON GROUP INC30%
Total $22K2 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

AUTOTEC 401(K) PLAN

401k

Assets$23.5M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOODCREST SERVICES INC WELFARE BENEFITS PLAN

Mixed - BLUECROSS AND BLUESHIELD OF ALABAMA

Premiums$939K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AUTOTEC 401(K) PLAN401k$23.5M1532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOODCREST SERVICES INC WELFARE BENEFITS PLANMixedBLUECROSS AND BLUESHIELD OF ALABAMA$939K1632025
Retirement plans
Welfare plans
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