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Sponsor portfolio

SUN WINDOWS, INC.

EIN 61-0960300-building materials-Latest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$124K premiums
Participants
272
1515 E. 18TH ST. - OWENSBORO, KY 42303270-684-0691sunwindows.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$3.1M - 143 part#503Mixed-$124K - 127 lives

Benefits portfolio analytics

1 plan / $124K premiums / 127 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$73K
  • Vision$73K
  • Other$50K
  • Life$40K
  • Short-term disability$40K
  • Long-term disability$40K
Total $124K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • DELTA DENTAL OF CALIFORNIA59%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY32%
  • AFLAC8%
Total $124K3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • HOUCHENS INSURANCE GROUP INC91%
  • JOSEPH GARETT KELLER7%
  • JENNIFER KELLER2%
Total $14K3 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

SUN WINDOWS, INC. 401(K) PLAN

401k

Assets$3.1M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SUN WINDOWS, INC. HEALTH & WELFARE PLAN

Mixed - DELTA DENTAL OF KENTUCKY

Premiums$124K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUN WINDOWS, INC. 401(K) PLAN401k$3.1M1432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SUN WINDOWS, INC. HEALTH & WELFARE PLANMixedDELTA DENTAL OF KENTUCKY$124K1272025
Retirement plans
Welfare plans
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