Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$550K
- Vision$412K
- Short-term disability$161K
- Long-term disability$161K
- Dental$143K
Sponsor portfolio
THE WINROCK GROUP
EIN 71-0633764retailLatest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$1.3M premiums
Participants
722
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 410 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- DELTA DENTAL OF CALIFORNIA44%
- WESTPORT INSURANCE CORPORATION43%
- AMERICAN UNITED LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
65%top
- ACRISURE LLC65%
- THE HATCHER AGENCY35%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE WINROCK GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST
401k
Assets$10.8M
Participants452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WINROCK GROUP WELFARE PLAN
Mixed - SWISS RE-SWISS RE
Premiums$1.3M
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WINROCK GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | 401k | $10.8M | 452 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WINROCK GROUP WELFARE PLAN | Mixed | SWISS RE-SWISS RE | $1.3M | 410 | 2025 |
Retirement plans
Welfare plans