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Sponsor portfolio

SHERWOOD MANAGEMENT CO., INC.

EIN 95-1948904-Latest filing 2025
Plans
2
Retirement
1
$24.6M assets
Welfare
1
$3.3M premiums
Participants
760
5700 HANNUM AVENUE - CULVER CITY, CA 90230310-665-2100
Plans on this EIN
2 filings
#001401k-$24.6M - 627 part#501Fully Insured-$3.3M - 275 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Dental$142K
  • Vision$133K
Total $3.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITEDHEALTHCARE INSURANCE COMPANY50%
  • KAISER FOUNDATION HEALTH PLAN INC46%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • THE PLEXUS GROUPE LLC91%
  • GIS BENEFITS INC5%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS4%
Total $189K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED 401(K) PROFIT SHARING PLAN

401k

Assets$24.6M
Participants627
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHERWOOD MANAGEMENT CO., INC. WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.3M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED 401(K) PROFIT SHARING PLAN401k$24.6M6272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHERWOOD MANAGEMENT CO., INC. WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.3M2752025
Retirement plans
Welfare plans
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