Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Prescription drug$3.3M
- Dental$173K
- Life$113K
- Long-term disability$113K
- Other$113K
- +1 more
Sponsor portfolio
WOODMONT REAL ESTATE SERVICES, L.P.
EIN 94-3209029real estateLatest filing 2025
Plans
2
Retirement
1
$28.0M assets
Welfare
1
$3.6M premiums
Participants
818
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.6M premiums / 350 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- KAISER FOUNDATION HEALTH PLAN INC71%
- SUTTER HEALTH PLAN20%
- DELTA DENTAL OF CALIFORNIA5%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
97%top
- USI INSURANCE SERVICES LLC97%
- ASSUREDPARTNERS3%
- RSC INSURANCE BROKERAGE INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WOODMONT REAL ESTATE SERVICES, L.P. 401(K) PROFIT SHARING PLAN
401k
Assets$28.0M
Participants491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WOODMONT REAL ESTATE SERVICES HEALTH & WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.6M
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WOODMONT REAL ESTATE SERVICES, L.P. 401(K) PROFIT SHARING PLAN | 401k | $28.0M | 491 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WOODMONT REAL ESTATE SERVICES HEALTH & WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $3.6M | 350 | 2025 |
Retirement plans
Welfare plans