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Sponsor portfolioTH

WINDWARD SCHOOL INC

EIN 95-2701337-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$57.6M assets
Welfare
1
$3.0M premiums
Participants
632
11350 PALMS BLVD. - LOS ANGELES, CA 900662104310-391-7127windwardschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$57.6M - 478 part#505Fully Insured-$3.0M - 249 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Other$212K
  • Dental$181K
  • Vision$181K
  • Life$28K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • ANTHEM LIFE INSURANCE COMPANY6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ACRISURE LLC98%
  • ERIC GUTHMAN2%
  • CHRISTA G AUFDEMBERG INC0%
Total $177K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WINDWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$57.6M
Participants478
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

WINDWARD SCHOOL WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$3.0M
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WINDWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$57.6M4782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505WINDWARD SCHOOL WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$3.0M2492025
Retirement plans
Welfare plans
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