Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$7K
- Other$7K
Sponsor portfolio
WINDWALKER GROUP LLC
EIN 27-1370391professional training & coachingLatest filing 2025
Plans
2
Retirement
1
$1.2M assets
Welfare
1
$7K premiums
Participants
323
529 MAIN ST, SUITE P200 - BOSTON, MA 02129800-270-6420windwalker.comLinkedIn201-500 employeesprofessional training & coaching
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7K premiums / 93 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WINDWALKER GROUP 401(K) PLAN
401k
Assets$1.2M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WINDWALKER GROUP LLC HEALTH AND WELFARE EMPLOYEE BENEFIT PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$7K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINDWALKER GROUP 401(K) PLAN | 401k | $1.2M | 209 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WINDWALKER GROUP LLC HEALTH AND WELFARE EMPLOYEE BENEFIT PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | 93 | 2025 |
Retirement plans
Welfare plans