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Sponsor portfolio

WINDSTREAM SERVICES, LLC

EIN 85-2049794-telecommunications-Latest filing 2024
Plans
3
Retirement
2
$1.73B assets
Welfare
1
$11.9M premiums
Participants
26,004
4005 N 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-$11.9M - 8,317 lives

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

75%top
  • WINDSTREAM 401(K) (#009)75%
  • WINDSTREAM PENSION (#001)25%
Total $1.73BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MERRILL LYNCH PIERCE FENNER & SMITH100%
Total $1.73BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WINDSTREAM 401(K) (#009)12,119
  • WINDSTREAM PENSION (#001)4,448
Total 16,567Click row to drill in

Benefits portfolio analytics

1 plan / $11.9M premiums / 8,317 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.1M
  • Long-term disability$2.4M
  • Other$2.2M
  • Vision$1.3M
Total $11.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • STANDARD INSURANCE COMPANY39%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA21%
  • AETNA LIFE INSURANCE COMPANY16%
  • INCLUDED HEALTH12%
  • VISION SERVICE PLAN11%
  • +2 more
Total $11.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • MERCER HEALTH AND BENEFITS, LLC54%
  • BSC AGENCY LLC43%
  • BUSINESSOLVER.COM, INC.3%
Total $790K3 slices

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

WINDSTREAM SERVICES, LLC WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$11.9M
Covered lives8,317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
009WINDSTREAM 401(K) PLAN401k$1.29B12,1192024
001WINDSTREAM PENSION PLANTraditionalDB$437.9M4,4482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINDSTREAM SERVICES, LLC WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$11.9M8,3172024
Retirement plans
Welfare plans
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