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Sponsor portfolio

THE WINTERS GROUP, LLC

EIN 73-1603058-Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$80K premiums
Participants
525
6532 EAST 71ST STREET - TULSA, OK 74133918-492-6440
Plans on this EIN
2 filings
#001401k-$3.3M - 304 part#510Mixed-$80K - 274 lives

Benefits portfolio analytics

1 plan / $80K premiums / 274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$41K
  • Vision$40K
  • Life$40K
  • Short-term disability$40K
  • Long-term disability$40K
  • Dental$39K
Total $80K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY50%
  • DELTA DENTAL OF CALIFORNIA49%
  • COMMUNITY CARE1%
Total $80K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $8K1 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

CROWN SEASONS RETIREMENT PLAN

401k

Assets$3.3M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

THE WINTERS GROUP, LLC WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$80K
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CROWN SEASONS RETIREMENT PLAN401k$3.3M3042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510THE WINTERS GROUP, LLC WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$80K2742025
Retirement plans
Welfare plans
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