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  2. WINDSOR AMERICA, LLC
Sponsor portfolio

WINDSOR AMERICA, LLC

EIN 93-4604095-construction-Latest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$2.5M premiums
Participants
806
1213 PANCHO ST - LOCKHART, TX 786443723713-983-8771windsorserviceco.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002401k-$5.3M - 379 part#501Fully Insured-$2.5M - 382 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 382 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$2.4M
  • Short-term disability$65K
  • Long-term disability$35K
  • Vision$24K
  • Life$19K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $165K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WINDSOR AMERICA 401(K) PLAN

401k

Assets$5.3M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WINDSOR AMERICA, LLC WRAP PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$2.5M
Covered lives382
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WINDSOR AMERICA 401(K) PLAN401k$5.3M3792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINDSOR AMERICA, LLC WRAP PLANFully InsuredHEALTH CARE SERVICE CORPORATION$2.5M3822025
Retirement plans
Welfare plans
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