form5500lookup

Benefits brokerage · 10 offices

WOODRUFF-SAWYER & COMPANY

WOODRUFF-SAWYER & COMPANY is named as the broker of record on 634 insurance contracts across its 10 offices in public Form 5500 Schedule A filings.

Offices
10
Contracts
634
Carriers
85

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

Book profile

WOODRUFF-SAWYER & COMPANY brokers 634 insured contracts for 171 employers, across 21 states, led by CA, OR, WA.

Health is the largest line (173 contracts), followed by disability (137), life (128), vision (96).

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (95, about 15%); KAISER FOUNDATION HEALTH PLAN, INC., METROPOLITAN LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.

Renewals concentrate on January 1: 73% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 173 · disability 137 · life 128 · vision 96 · dental 91 · stop-loss 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
PENUMBRA, INC.ALAMEDA, CASAN FRANCISCO, CACALIFORNIA PHYSICIANS SERVICEJan 1FY2025
SUTTER HEALTH PACIFICEWA BEACH, HISAN FRANCISCO, CAMETROPOLITAN LIFE INSURANCE COMPANYNov 1FY2024
COOPER MACHINERY SERVICESHOUSTON, TXSAN FRANCISCO, CABLUECROSS BLUESHIELD OF TEXASJan 1FY2025
HITACHI AMERICA, LTDSANTA CLARA, CASAN FRANCISCO, CAMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
ARIAT INTERNATIONAL, INC.SAN LEANDRO, CASAN FRANCISCO, CACALIFORNIA PHYSICIANS SERVICEJan 1FY2025
Subscriber access
166

more employers in WOODRUFF-SAWYER & COMPANY's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)