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Sponsor portfolio

WINTHROP & WEINSTINE, P.A.

EIN 41-1722524-law practice-Latest filing 2024
Plans
3
Retirement
2
$170.1M assets
Welfare
1
$295K premiums
Participants
768
225 SOUTH 6TH STREET, SUITE 3500 - MINNEAPOLIS, MN 55402612-604-6474winthrop.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$149.2M - 371 part#003CashBalance-$20.9M - 87 part#555Mixed-$295K - 310 lives

Retirement portfolio analytics

2 plans aggregated / $170.1M assets / 458 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PLAN & TRUST (#002)88%
  • CASH BALANCE PLAN (#003)12%
Total $170.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)371
  • CASH BALANCE PLAN (#003)87
Total 458Click row to drill in

Benefits portfolio analytics

1 plan / $295K premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$282K
  • Life$206K
  • Long-term disability$206K
  • Vision$13K
Total $295K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA95%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY5%
Total $295K2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • BROWN & BROWN INSURANCE SERVICES98%
  • HAYS COMPANIES, INC.2%
Total $42K2 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

WINTHROP & WEINSTINE, P.A. 401K PLAN & TRUST

401k

Assets$149.2M
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WINTHROP & WEINSTINE, P.A. CASH BALANCE PLAN

CashBalance

Assets$20.9M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#555

WINTHROP & WEINSTINE, P.A. GROUP BENEFITS WRAP PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$295K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WINTHROP & WEINSTINE, P.A. 401K PLAN & TRUST401k$149.2M3712024
003WINTHROP & WEINSTINE, P.A. CASH BALANCE PLANCashBalance$20.9M872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
555WINTHROP & WEINSTINE, P.A. GROUP BENEFITS WRAP PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$295K3102024
Retirement plans
Welfare plans
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