Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.4M
- Short-term disability$2.4M
- Long-term disability$2.4M
- Other$2.4M
- Vision$333K
Sponsor portfolioTH
WOODFOREST FINANCIAL GROUP, INC.
EIN 76-0163373financial servicesLatest filing 2024
Plans
2
Retirement
1
$498.6M assets
Welfare
1
$2.8M premiums
Participants
9,699
1330 LAKE ROBBINS, SUITE 100 - THE WOODLANDS, TX 773803267832-375-2651woodforestfinancial.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 4,361 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA88%
- VISION SERVICE PLAN12%
Broker market share
Schedule A broker compensation
99%top
- GALLAGHER BENEFIT SERVICES, INC.99%
- IMG1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WOODFOREST FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$498.6M
Participants5,059
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WOODFOREST FINANCIAL GROUP EMPLOYEE BENEFITS PLAN
Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$2.8M
Covered lives4,361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WOODFOREST FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $498.6M | 5,059 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WOODFOREST FINANCIAL GROUP EMPLOYEE BENEFITS PLAN | Mixed | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2.8M | 4,361 | 2024 |
Retirement plans
Welfare plans