Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRAHAM WINDHAM
EIN 13-2926426hospital & health careLatest filing 2025
Plans
3
Retirement
2
$38.6M assets
Welfare
1
$4.0M premiums
Participants
2,099
ONE PIERREPONT PLAZA, SUITE 901 - BROOKLYN, NY 11201212-529-6445LinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $38.6M assets / 1,867 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.0M premiums / 460 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Life$160K
- Short-term disability$160K
- Long-term disability$160K
- Other$160K
- Dental$143K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- EMBLEMHEALTH92%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
56%top
- NFP INSURANCE SERVICES INC56%
- MERCER HEALTH AND BENEFITS, LLC44%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN
403b
Assets$20.5M
Participants1,191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF GRAHAM WINDHAM
MoneyPurchase
Assets$18.2M
Participants676
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GRAHAM-WINDHAM INSURANCE PLANS
Fully Insured - EMBLEMHEALTH
Premiums$4.0M
Covered lives460
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN | 403b | $20.5M | 1,191 | 2025 | |
| 004 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF GRAHAM WINDHAM | MoneyPurchase | $18.2M | 676 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GRAHAM-WINDHAM INSURANCE PLANS | Fully Insured | EMBLEMHEALTH | $4.0M | 460 | 2025 |
Retirement plans
Welfare plans