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Sponsor portfolio

WINCHESTER EQUIPMENT CO.

EIN 54-0624802-machinery-Latest filing 2025
Plans
2
Retirement
1
$17.8M assets
Welfare
1
$3.6M premiums
Participants
424
121 INDIAN HOLLOW ROAD - WINCHESTER, VA 22603540-667-2244winchesterequipment.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#002401k-$17.8M - 230 part#501Fully Insured-$3.6M - 362 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 362 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Vision$3.5M
  • Life$175K
  • Other$175K
  • Short-term disability$93K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • AFLAC3%
Total $3.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MARSH & MCLENNAN AGENCY LLC83%
  • DEAN B GRIFFITH12%
  • MAXIMILLION JOSEPH PRESS2%
  • DANA J A NORRIS1%
  • RICHARD ALLEN BAILEY0%
  • +3 more
Total $94K8 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

WINCHESTER EQUIPMENT CO. 401(K) PLAN

401k

Assets$17.8M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WINCHESTER EQUIPMENT CO HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives362
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WINCHESTER EQUIPMENT CO. 401(K) PLAN401k$17.8M2302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINCHESTER EQUIPMENT CO HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.6M3622025
Retirement plans
Welfare plans
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