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Sponsor portfolioWelfare / HealthEIN 01-0363222

WOODARD AND CURRAN, INC.

12 MOUNTFORT STREET · PORTLAND, ME 04101
2077742112
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
1,277
No prior year
Total participants
1,287
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
WOODARD AND CURRAN, INC. HEALTH AND WELFARE BENEFITS PLAN
Mixed1,277 covered·6 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.2M20.6%
Life$1.2M20.1%
Long-term disability$1.2M20.1%
Health$1.1M18.6%
Prescription drug$1.1M18.6%
Vision$120K2.0%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$1.2M48.7%111,277
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$784K32.0%1197
UPMC HEALTH OPTIONS
EIN 462824626
HRx
$324K13.2%1144
VISION SERVICE PLAN
EIN 061227840
V
$120K4.9%111,080
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$29K1.2%11102
DELAWARE AMERICAN LIFE INSURANCE COMPANY
EIN 510104167
$00.0%111,277

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCFARMINGTON, CTMETROPOLITAN GENERAL INSURANCE COMPANY, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN, INC., UPMC HEALTH OPTIONS, SUN LIFE ASSURANCE COMPANY OF CANADA$183K$18K$201K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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