Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Vision$2.1M
- Life$170K
- Short-term disability$170K
- Long-term disability$170K
- Other$170K
- +1 more
Sponsor portfolio
WINTERWOOD, INC.
EIN 61-0962620real estateLatest filing 2025
Plans
2
Retirement
1
$13.0M assets
Welfare
1
$2.4M premiums
Participants
1,134
1390 OLIVIA LANE, #100 - LEXINGTON, KY 40517859-276-5388winterwoodonline.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 470 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- ANTHEM LIFE INSURANCE COMPANY89%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
- DELTA DENTAL OF CALIFORNIA3%
Broker market share
Schedule A broker compensation
74%top
- CAVIN BARNETTE74%
- CENTRAL BANK INSURANCE AGENCY22%
- CAVIN BARNETTE JR4%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WINTERWOOD, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$13.0M
Participants664
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WINTERWOOD, INC. GROUP BENEFIT PLAN
Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Premiums$2.4M
Covered lives470
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINTERWOOD, INC. 401(K) PROFIT SHARING PLAN | 401k | $13.0M | 664 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WINTERWOOD, INC. GROUP BENEFIT PLAN | Fully Insured | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $2.4M | 470 | 2025 |
Retirement plans
Welfare plans