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Sponsor portfolio

WINDSOR HOLDING COMPANY

EIN 20-3799510-import and export-Latest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$92K premiums
Participants
477
737 SOUTHPOINT BOULEVARD, SUITE H - PETALUMA, CA 94954707-971-7324LinkedIn1-10 employeesimport and export
Plans on this EIN
2 filings
#001401k-$10.2M - 241 part#501Mixed-$92K - 268 lives

Benefits portfolio analytics

1 plan / $92K premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$43K
  • Long-term disability$32K
  • Vision$17K
Total $92K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • STANDARD INSURANCE COMPANY81%
  • ANTHEM LIFE INSURANCE COMPANY19%
Total $92K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $6K1 slice

Plan deep-dives

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

WINDSOR 401(K) PROFIT SHARING PLAN

401k

Assets$10.2M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WINDSOR HOLDING COMPANY GROUP WELFARE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$92K
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WINDSOR 401(K) PROFIT SHARING PLAN401k$10.2M2412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINDSOR HOLDING COMPANY GROUP WELFARE PLANMixedSTANDARD INSURANCE COMPANY$92K2682025
Retirement plans
Welfare plans
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