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
Sponsor portfolio
WINDWARD FUND
EIN 47-3522162non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$1.8M premiums
Participants
146
1828 L STREET NORTHWEST, SUITE 300 C - WASHINGTON, DC 20036202-795-3074windwardfund.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 79 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- GROUP HOSPITALIZATION MEDICAL SERVICES, INC.89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
100%top
- TRIBRIDGE PARTNERS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WINDWARD FUND 401(K) PLAN
401k
Assets$4.4M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WINDWARD FUND EMPLOYEE BENEFITS PLAN
Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.
Premiums$1.8M
Covered lives79
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINDWARD FUND 401(K) PLAN | 401k | $4.4M | 109 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WINDWARD FUND EMPLOYEE BENEFITS PLAN | Fully Insured | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | $1.8M | 79 | 2025 |
Retirement plans
Welfare plans