Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CAREEN, INC.
EIN 41-1456407Latest filing 2025
Plans
5
Retirement
2
$49.3M assets
Welfare
3
$1.6M premiums
Participants
718
15 SOMSEN STREET - NEW ULM, MN 56073800-795-8533
Retirement portfolio analytics
2 plans aggregated / $49.3M assets / 346 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.6M premiums / 483 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.4M
- Other$141K
- Life$112K
- Short-term disability$112K
- Long-term disability$112K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
- BENCHMARK INSURANCE COMPANY1%
- VISION SERVICE PLAN1%
- EMPATHIA, INC.1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WINDINGS, INC. 2012 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$37.2M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN
401k
Assets$12.0M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAREEN INC. D.B.A. WINDINGS INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.6M
Covered lives372
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CAREEN INC. D.B.A. WINDINGS INC. PROXIMAL
Fully Insured - BENCHMARK INSURANCE COMPANY
Premiums$21K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CAREEN INC. D.B.A. WINDINGS INC. TELEHEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WINDINGS, INC. 2012 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $37.2M | 181 | 2024 | |
| 001 | WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN | 401k | $12.0M | 165 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAREEN INC. D.B.A. WINDINGS INC. EMPLOYEE WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.6M | 372 | 2025 | |
| 503 | CAREEN INC. D.B.A. WINDINGS INC. PROXIMAL | Fully Insured | BENCHMARK INSURANCE COMPANY | $21K | 111 | 2024 | |
| 502 | CAREEN INC. D.B.A. WINDINGS INC. TELEHEALTH PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans