Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$175K
- Short-term disability$175K
- Long-term disability$175K
- Other$175K
- Health$27K
Sponsor portfolio
WINDSOR CAPITAL GROUP, INC.
EIN 84-1122146Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$202K premiums
Participants
962
3420 OCEAN PARK BOULEVARD,, SUITE 3000 - SANTA MONICA, CA 90405310-566-1100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $202K premiums / 485 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY87%
- HCC LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WINDSOR CAPITAL GROUP 401(K) SAVINGS PROGRAM
401k
Assets$6.4M
Participants754
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WINDSOR CAPITAL GROUP, INC. HEALTH CARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$202K
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINDSOR CAPITAL GROUP 401(K) SAVINGS PROGRAM | 401k | $6.4M | 754 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WINDSOR CAPITAL GROUP, INC. HEALTH CARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $202K | 485 | 2025 |
Retirement plans
Welfare plans