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Sponsor portfolio

WINDHAM BRANNON, LLC

EIN 58-1763439-accounting-Latest filing 2025
Plans
2
Retirement
1
$45.7M assets
Welfare
1
$1.1M premiums
Participants
461
3630 PEACHTREE ROAD NE SUITE 600 - ATLANTA, GA 30326404-898-2000windhambrannon.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$45.7M - 270 part#501Fully Insured-$1.1M - 2,168 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 2,168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$693K
  • Prescription drug$693K
  • Other$383K
  • Dental$375K
  • Vision$375K
  • Life$375K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY64%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA35%
  • FLEXCARE DIGITAL HEALTH1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • DIGITAL INSURANCE LLC83%
  • CENTRO BENEFITS RESEARCH LLC12%
  • UNKNOWN5%
Total $160K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WINDHAM BRANNON, LLC 401(K) RETIREMENT PLAN

401k

Assets$45.7M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WINDHAM BRANNON LLC EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives2,168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WINDHAM BRANNON, LLC 401(K) RETIREMENT PLAN401k$45.7M2702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINDHAM BRANNON LLC EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M2,1682025
Retirement plans
Welfare plans
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