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  2. WILLOWWOOD GLOBAL HOLDINGS, LLC
Sponsor portfolio

WILLOWWOOD GLOBAL HOLDINGS, LLC

EIN 83-4525073-Latest filing 2025
Plans
2
Retirement
1
$23.2M assets
Welfare
1
$245K premiums
Participants
416
15441 SCIOTO DARBY ROAD - MOUNT STERLING, OH 43143740-869-3377
Plans on this EIN
2 filings
#002401k-$23.2M - 241 part#501Mixed-$245K - 299 lives

Benefits portfolio analytics

1 plan / $245K premiums / 299 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$120K
  • Vision$120K
  • Other$53K
  • Short-term disability$42K
  • Long-term disability$31K
  • Life$25K
Total $245K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
  • METROPOLITAN LIFE INSURANCE COMPANY49%
Total $245K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WOODRUFF-SAWYER & CO100%
Total $9K1 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

WILLOWWOOD GLOBAL, LLC PROFIT SHARING PLAN

401k

Assets$23.2M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OHIO WILLOW WOOD COMPANY MEDICAL PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$245K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WILLOWWOOD GLOBAL, LLC PROFIT SHARING PLAN401k$23.2M2412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OHIO WILLOW WOOD COMPANY MEDICAL PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$245K2992025
Retirement plans
Welfare plans
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