Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$80K
- Vision$10K
Sponsor portfolio
WINDERMERE REAL ESTATE SERVICES COMPANY
EIN 91-1218831real estateLatest filing 2025
Plans
2
Retirement
1
$27.9M assets
Welfare
1
$1.5M premiums
Participants
514
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 165 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- DELTA DENTAL OF CALIFORNIA5%
- VISION SERVICE PLAN1%
- DENTAL CARE PLUS, INC.0%
Broker market share
Schedule A broker compensation
100%top
- THE PARTNERS GROUP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
THE WINDERMERE 401(K) PLAN
401k
Assets$27.9M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WINDERMERE REAL ESTATE SERVICES COMPANY HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$1.5M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | THE WINDERMERE 401(K) PLAN | 401k | $27.9M | 407 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WINDERMERE REAL ESTATE SERVICES COMPANY HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $1.5M | 165 | 2025 |
Retirement plans
Welfare plans