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Sponsor portfolio

WINKLER, INC.

EIN 35-1763301-Latest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$110K premiums
Participants
569
535 EAST MEDCALF STREET - DALE, IN 47523812-937-4421winklerinc.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#002401k-$18.0M - 424 part#501Mixed-$110K - 181 lives

Benefits portfolio analytics

1 plan / $110K premiums / 181 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$55K
  • Life$41K
  • Short-term disability$41K
  • Other$41K
  • Vision$13K
Total $110K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • HEALTH RESOURCES, INC.50%
  • TRANSAMERICA LIFE INSURANCE COMPANY38%
  • VISION SERVICE PLAN12%
Total $110K3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • DISABILITY RMS77%
  • CENTRO BENEFITS RESEARCH LLC21%
  • WATCHTOWER TECHNOLOGIES INC2%
Total $4K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WINKLER, INC. EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$18.0M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WINKLER, INC. WELFARE BENEFIT PLAN

Mixed - HEALTH RESOURCES INC.

Premiums$110K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WINKLER, INC. EMPLOYEES' PROFIT SHARING PLAN401k$18.0M4242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINKLER, INC. WELFARE BENEFIT PLANMixedHEALTH RESOURCES INC.$110K1812025
Retirement plans
Welfare plans
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