Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WINDOW TECHNOLOGY INC DBA WINTECH
EIN 43-1587414Latest filing 2025
Plans
3
Retirement
2
$34.8M assets
Welfare
1
$550K premiums
Participants
557
201 INDUSTRIAL DRIVE - MONETT, MO 65708417-235-7821
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $34.8M assets / 396 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
86%top
- (Not disclosed)86%
- DEFINITI LLC14%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $550K premiums / 161 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$370K
- Life$85K
- Short-term disability$85K
- Other$85K
- Dental$65K
- Vision$65K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
67%top
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY67%
- AMERICAN UNITED LIFE INSURANCE COMPANY15%
- STARMOUNT LIFE INSURANCE COMPANY12%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
- UNITED HEALTHCARE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
71%top
- DIGITAL INSURANCE LLC71%
- GIS BENEFITS INC27%
- MARK S METTILLE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WINDOW TECHNOLOGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$29.9M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WINTECH 401(K) PLAN
401k
Assets$4.9M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WINDOW TECHNOLOGY, INC. HEALTH BENEFIT PLAN
Fully Insured - BERKLEY LIFE
Premiums$550K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WINDOW TECHNOLOGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $29.9M | 196 | 2024 | |
| 001 | WINTECH 401(K) PLAN | 401k | $4.9M | 200 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WINDOW TECHNOLOGY, INC. HEALTH BENEFIT PLAN | Fully Insured | BERKLEY LIFE | $550K | 161 | 2025 |
Retirement plans
Welfare plans