Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$454K
- Long-term disability$454K
- Other$454K
- Dental$44K
- Vision$4K
Sponsor portfolioTH
THE WINDQUEST GROUP
EIN 38-2884003investment managementLatest filing 2025
Plans
2
Retirement
1
$78.7M assets
Welfare
1
$502K premiums
Participants
1,419
201 MONROE AVENUE NW, SUITE 500 - GRAND RAPIDS, MI 49503616-459-4500windquest.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $502K premiums / 967 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA90%
- DELTA DENTAL OF CALIFORNIA9%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- ADVANTAGE BENEFITS GROUP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE WINDQUEST GROUP 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$78.7M
Participants1,339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WINDQUEST GROUP HEALTH AND WELFARE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$502K
Covered lives967
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE WINDQUEST GROUP 401(K) RETIREMENT SAVINGS PLAN | 401k | $78.7M | 1,339 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WINDQUEST GROUP HEALTH AND WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $502K | 967 | 2025 |
Retirement plans
Welfare plans