Sponsor portfolio

WINDSTREAM SERVICES, LLC

EIN 85-2049794telecommunicationsLatest filing 2025

Plans

Retirement

$1.73B assets

Welfare

$11.5M premiums

Participants

16,567

4005 RODNEY PARHAM ROAD - LITTLE ROCK, AR 72212501-748-7000LinkedIn10001+ employeestelecommunications

Plans on this EIN

3 filings

#009401k-$1.29B - 12,119 part #001TraditionalDB-$437.9M - 4,448 part #501Mixed-$11.5M - 8,420 lives

Retirement portfolio analytics

2 plans aggregated / $1.73B assets / 16,567 participants

Assets by plan

Share of aggregate retirement assets

75%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

100%top

MERRILL LYNCH PIERCE FENNER & SMITH100%

Participants by plan

Active + retired + deferred vested

WINDSTREAM 401(K) (#009)12,119
WINDSTREAM PENSION (#001)4,448

Benefits portfolio analytics

1 plan / $11.5M premiums / 8,420 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$4.2M
Long-term disability$2.5M
Other$1.9M
Vision$1.2M

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

41%top

STANDARD INSURANCE COMPANY41%
LIFE INSURANCE COMPANY OF NORTH AMERICA22%
AETNA LIFE INSURANCE COMPANY15%
VISION SERVICE PLAN10%
INCLUDED HEALTH9%
+2 more

Broker market share

Schedule A broker compensation

Split broker

61%top

MERCER HEALTH AND BENEFITS, LLC61%
BSC AGENCY LLC38%
BUSINESSSOLVER.COM, INC.1%
BUSINESSOLVER.COM, INC.0%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#009

WINDSTREAM 401(K) PLAN

401k

Assets$1.29B

Participants12,119

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

WINDSTREAM PENSION PLAN

TraditionalDB

Assets$437.9M

Participants4,448

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501