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Sponsor portfolio

WINSHAPE FOUNDATION, INC.

EIN 58-1595471-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$42.8M assets
Welfare
1
$7.9M premiums
Participants
896
5200 BUFFINGTON ROAD - ATLANTA, GA 30349404-765-8000winshapefoundation.comLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$42.8M - 580 part#501Fully Insured-$7.9M - 760 lives

Benefits portfolio analytics

1 plan / $7.9M premiums / 760 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.3M
  • Dental$373K
  • Other$136K
  • Life$82K
  • Vision$63K
  • Long-term disability$47K
Total $7.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • STANDARD INSURANCE COMPANY2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $7.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $35K1 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

WINSHAPE FOUNDATION, INC. 401(K) PLAN

401k

Assets$42.8M
Participants580
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WINSHAPE WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.

Premiums$7.9M
Covered lives760
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WINSHAPE FOUNDATION, INC. 401(K) PLAN401k$42.8M5802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINSHAPE WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.$7.9M7602024
Retirement plans
Welfare plans
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