Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$172.3M
- CASH BALANCE PLAN (#003)$26.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $198.3M assets / 481 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $371K premiums / 326 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WINTHROP & WEINSTINE, P.A. 401K PLAN & TRUST | 401(k) | $172.3M | 389 | 2025 |
| #003 | WINTHROP & WEINSTINE, P.A. CASH BALANCE PLAN | Cash balance | $26.0M | 92 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #555 | WINTHROP & WEINSTINE, P.A. GROUP BENEFITS WRAP PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $371K | 326 | 2025 |