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Sponsor portfolio

WALDORF ACQUISITION, LLC

EIN 92-0508819-Latest filing 2025
Plans
6
Retirement
0
Welfare
6
$2.0M premiums
Participants
884
106 SOUTH 6TH STREET - FOREST CITY, IA 50436641-585-2450
Plans on this EIN
6 filings
#502Fully Insured-$1.8M - 166 lives#503Fully Insured-$116K - 151 lives#507Fully Insured-$22K - 220 lives#504Mixed-$17K - 165 lives#505Fully Insured-$16K - 128 lives#506Fully Insured-$10K - 220 lives

Benefits portfolio analytics

6 plans / $2.0M premiums / 1,050 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$116K
  • Long-term disability$22K
  • Vision$16K
  • Life$10K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • USI INSURANCE SERVICES LLC78%
  • TOTAL BENEFIT SOLUTIONS22%
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.
Welfare#502

WALDORF ACQUISITION, LLC MEDICAL PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$1.8M
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WALDORF ACQUISITION, LLC. DENTAL

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$116K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

WALDORF ACQUISITION, LLC LTD PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$22K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

WALDORF ACQUISITION, LLC. TELEDOC PLAN

Mixed - HEALTHIEST YOU

Premiums$17K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

WALDORF ACQUISITION, LLC VISION PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$16K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

WALDORF ACQUISITION, LLC LIFE/AD&D PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$10K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WALDORF ACQUISITION, LLC MEDICAL PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$1.8M1662025
503WALDORF ACQUISITION, LLC. DENTALFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$116K1512025
507WALDORF ACQUISITION, LLC LTD PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$22K2202025
504WALDORF ACQUISITION, LLC. TELEDOC PLANMixedHEALTHIEST YOU$17K1652024
505WALDORF ACQUISITION, LLC VISION PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$16K1282025
506WALDORF ACQUISITION, LLC LIFE/AD&D PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$10K2202025
Welfare plans
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