Sponsor portfolio

FOUR WINDS HOSPITAL

EIN 13-2919257airlines/aviationLatest filing 2025

Plans

Retirement

$98.9M assets

Welfare

$298K premiums

Participants

2,633

800 CROSS RIVER ROAD - KATONAH, NY 10536914-763-8151LinkedIn1-10 employeesairlines/aviation

Plans on this EIN

3 filings

#001TraditionalDB-$56.7M - 1,126 part #002401k-$42.2M - 1,127 part #501Mixed-$298K - 375 lives

Retirement portfolio analytics

2 plans aggregated / $98.9M assets / 2,253 participants

Assets by plan

Share of aggregate retirement assets

57%top

Participants by plan

Active + retired + deferred vested

AND INVESTMENT PLAN (#002)1,127
RETIREMENT INCOME PLAN (#001)1,126

Benefits portfolio analytics

1 plan / $298K premiums / 375 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$106K
Dental$102K
Life$94K
Long-term disability$85K
Vision$5K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

34%top

AETNA LIFE INSURANCE COMPANY34%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33%
UNUM LIFE INSURANCE COMPANY OF AMERICA28%
ANTHEM LIFE INSURANCE COMPANY4%

Broker market share

Schedule A broker compensation

Split broker

80%top

USI INSURANCE SERVICES LLC80%
MARSHALL & STERLING EMPLOYEE BENEFI20%

Plan deep-dives

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

Retirement#001

FOUR WINDS, INC. RETIREMENT INCOME PLAN

TraditionalDB

Assets$56.7M

Participants1,126

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

FOUR WINDS 401(K) SAVINGS AND INVESTMENT PLAN

401k

Assets$42.2M

Participants1,127

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501