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Sponsor portfolio

WOODWARD DESIGN + BUILD, LLC

EIN 72-0355450-construction-Latest filing 2024
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$505K premiums
Participants
372
1000 S. NORMAN C FRANCIS PARKWAY - NEW ORLEANS, LA 701251219504-826-1135woodwarddesignbuild.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#002401k-$26.4M - 235 part#502Fully Insured-$505K - 281 lives

Benefits portfolio analytics

1 plan / $505K premiums / 281 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$301K
  • Stop-loss$301K
  • Dental$99K
  • Vision$99K
  • Long-term disability$53K
  • Life$52K
  • +1 more
Total $505K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA60%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY40%
Total $505K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $35K1 slice

Plan deep-dives

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

WOODWARD DESIGN + BUILD, LLC 401(K) PROFIT SHARING

401k

Assets$26.4M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CARL E. WOODWARD, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$505K
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WOODWARD DESIGN + BUILD, LLC 401(K) PROFIT SHARING401k$26.4M2352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CARL E. WOODWARD, LLC EMPLOYEE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$505K2812024
Retirement plans
Welfare plans
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