Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WINSTEAD PC
EIN 75-2404691law practiceLatest filing 2024
Plans
3
Retirement
2
$321.5M assets
Welfare
1
$2.3M premiums
Participants
1,552
2728 N HARWOOD ST STE 500 - DALLAS, TX 752011743214-745-5269winstead.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $321.5M assets / 992 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 555 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$960K
- Short-term disability$960K
- Long-term disability$960K
- Stop-loss$819K
- Dental$418K
- Vision$103K
Carrier market share
Premium dollars by Schedule A carrier
42%top
- STANDARD INSURANCE COMPANY42%
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY36%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY18%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
84%top
- HOLMES MURPHY & ASSOCIATES84%
- AVANT SPECIALTY BENEFITS LLC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WINSTEAD 401(K) SAVINGS AND PROFIT SHARING PLAN
401k
Assets$286.3M
Participants665
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
WINSTEAD NON-SHARE ATTY 401K SAVINGS & PROFIT SHARING PLAN
401k
Assets$35.2M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WINSTEAD PC FLEXIBLE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$2.3M
Covered lives555
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINSTEAD 401(K) SAVINGS AND PROFIT SHARING PLAN | 401k | $286.3M | 665 | 2024 | |
| 006 | WINSTEAD NON-SHARE ATTY 401K SAVINGS & PROFIT SHARING PLAN | 401k | $35.2M | 327 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WINSTEAD PC FLEXIBLE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $2.3M | 555 | 2024 |
Retirement plans
Welfare plans