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Sponsor portfolio

WINEGARD COMPANY

EIN 42-0735567-Latest filing 2025
Plans
2
Retirement
1
$26.1M assets
Welfare
1
$288K premiums
Participants
488
3000 KIRKWOOD STREET - BURLINGTON, IA 52601319-754-0601
Plans on this EIN
2 filings
#001401k-$26.1M - 267 part#501Mixed-$288K - 221 lives

Benefits portfolio analytics

1 plan / $288K premiums / 221 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$262K
  • Life$257K
  • Short-term disability$257K
  • Long-term disability$257K
  • Vision$26K
Total $288K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA89%
  • HUMANA INSURANCE COMPANY9%
  • EMPLOYEE & FAMILY RESOURCES, INC.2%
Total $288K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $42K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WINEGARD COMPANY PROFIT SHARING & 401(K) PLAN

401k

Assets$26.1M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WINEGARD COMPANY GROUP INSURANCE & FLEXIBLE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$288K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WINEGARD COMPANY PROFIT SHARING & 401(K) PLAN401k$26.1M2672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINEGARD COMPANY GROUP INSURANCE & FLEXIBLE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$288K2212025
Retirement plans
Welfare plans
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