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  2. Windward Fund
  • Benefits analytics
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Filings through Oct 24, 2026.

Windward Fund

EIN 47-3522162-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Health & Benefits
1
$1.8M premiums
Participants
142
1828 L STREET NW SUITE 400-C - WASHINGTON, DC 20036984-275-4005windwardfund.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401(k)-$7.5M - 105 part#501Fully insured-$1.8M - 79 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.8M premiums / 79 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$188K
  • Vision$188K
  • Life$188K
  • Short-term disability$188K
  • +2 more
Total $1.8M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WINDWARD FUND 401(K) PLAN

401(k)

Assets$7.5M
Participants105
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WINDWARD FUND EMPLOYEE BENEFITS PLAN

Fully insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.

Premiums$1.8M
Covered lives79
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WINDWARD FUND 401(K) PLAN401(k)$7.5M1052025
  • WINDWARD FUND 401(K) PLAN$7.5M
    #001 · 401(k) · 2025105

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WINDWARD FUND EMPLOYEE BENEFITS PLANFully insuredGROUP HOSPITALIZATION MEDICAL SERVICES, INC.$1.8M792025
  • WINDWARD FUND EMPLOYEE BENEFITS PLAN$1.8M
    #501 · Fully insured · GROUP HOSPITALIZATION MEDICAL SERVICES, INC. · 202579
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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