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Sponsor portfolio

WOODRUFF-SAWYER & CO.

EIN 94-1625126-insurance-Latest filing 2024
Plans
3
Retirement
2
$260.3M assets
Welfare
1
$4.3M premiums
Participants
2,018
50 CALIFORNIA STREET FLOOR 12 - SAN FRANCISCO, CA 94111415-391-2141LinkedIn11-50 employeesinsurance
Plans on this EIN
3 filings
#002401k-$149.9M - 802 part#003ESOP-$110.3M - 678 part#501Mixed-$4.3M - 634 lives

Retirement portfolio analytics

2 plans aggregated / $260.3M assets / 1,480 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • AND PRE-TAX Savings (#002)58%
  • EMPLOYEE STOCK OWNERSHIP (#003)42%
Total $260.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND PRE-TAX Savings (#002)802
  • EMPLOYEE STOCK OWNERSHIP (#003)678
Total 1,480Click row to drill in

Benefits portfolio analytics

1 plan / $4.3M premiums / 634 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Other$684K
  • Long-term disability$380K
  • Life$357K
  • Short-term disability$145K
Total $4.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • KAISER FOUNDATION HEALTH PLAN INC67%
  • STANDARD INSURANCE COMPANY22%
  • HAWAII MEDICAL SERVICE ASSOCIATION5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
  • +3 more
Total $4.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • WOODRUFF-SAWYER & CO83%
  • LONG TERM CARE SOLUTIONS, INC.17%
Total $76K2 slices

Plan deep-dives

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

WOODRUFF-SAWYER & CO. PROFIT-SHARING AND PRE-TAX SAVINGS PLAN

401k

Assets$149.9M
Participants802
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WOODRUFF-SAWYER & CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$110.3M
Participants678
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$4.3M
Covered lives634
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WOODRUFF-SAWYER & CO. PROFIT-SHARING AND PRE-TAX SAVINGS PLAN401k$149.9M8022024
003WOODRUFF-SAWYER & CO. EMPLOYEE STOCK OWNERSHIP PLANESOP$110.3M6782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$4.3M6342024
Retirement plans
Welfare plans
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