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  2. Windes, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Windes, Inc.

EIN 95-3001179-accounting-Latest filing 2025
Plans
13
Retirement
8
$66.0M assets
Health & Benefits
5
$178K premiums
Participants
1,432
3780 KILROY AIRPORT WAY, SUITE 600 - LONG BEACH, CA 90806562-435-1191windes.comLinkedIn51-200 employeesaccounting
Plans on this EIN
13 filings
#016401(k)-$21.8M - 68 part#018401(k)-$16.3M - 17 part#017Money purchase-$10.1M - 17 part#002Money purchase-$6.7M - 74 part#020401(k)-$5.9M - 79 part#019Money purchase-$2.3M - 82 part#022401(k)-$1.7M - 88 part#021Money purchase-$1.4M - 55 part#505Fully insured-$117K - 192 lives#503Fully insured-$24K - 187 lives#504Fully insured-$23K - 187 lives#506Fully insured-$14K - 202 lives#502Fully insured-184 lives+7 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

Retirement portfolio analytics

8 plans aggregated / $66.0M assets / 480 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING/401(K)PLAN I (#016)$21.8M
  • SHARING/401(K) PLAN II (#018)$16.3M
  • PENSION PLAN II (#017)$10.1M
  • PENSION PLAN I (#002)$6.7M
  • SHARING/401(K) PLAN III (#020)$5.9M
  • PENSION PLAN III (#019)$2.3M
  • +2 more
Total $66.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHARING/401(K) PLAN IV (#022)88
  • PENSION PLAN III (#019)82
  • SHARING/401(K) PLAN III (#020)79
  • PENSION PLAN I (#002)74
  • PROFIT SHARING/401(K)PLAN I (#016)68
  • PENSION PLAN IV (#021)55
  • +2 more
Total 480Select a row to open it

Benefits portfolio analytics

5 plans / $178K premiums / 952 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$117K
  • Dental$24K
  • Vision$23K
  • Life$14K
Total $178K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#016

WINDES, INC. EMPLOYEES PROFIT SHARING/401(K)PLAN I

401(k)

Assets$21.8M
Participants68
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#018

WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II

401(k)

Assets$16.3M
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#017

WINDES, INC. MONEY PURCHASE PENSION PLAN II

Money purchase

Assets$10.1M
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

WINDES, INC. MONEY PURCHASE PENSION PLAN I

Money purchase

Assets$6.7M
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#020

WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III

401(k)

Assets$5.9M
Participants79
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#019

WINDES, INC. MONEY PURCHASE PENSION PLAN III

Money purchase

Assets$2.3M
Participants82
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#022

WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN IV

401(k)

Assets$1.7M
Participants88
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#021

WINDES, INC. MONEY PURCHASE PENSION PLAN IV

Money purchase

Assets$1.4M
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

WINDES, INC. LONG-TERM DISABILITY PLAN

Fully insured - STANDARD INSURANCE COMPANY

Premiums$117K
Covered lives192
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

WINDES, INC. DENTAL PLAN

Fully insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$24K
Covered lives187
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

WINDES, INC. VISION PLAN

Fully insured - GUARDIAN

Premiums$23K
Covered lives187
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

WINDES, INC. LIFE INSURANCE PLAN

Fully insured - STANDARD INSURANCE COMPANY

Premiums$14K
Covered lives202
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

WINDES, INC. GROUP MEDICAL PLAN

Fully insured - MERITAIN HEALTH

Premiums$0
Covered lives184
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

8 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#016WINDES, INC. EMPLOYEES PROFIT SHARING/401(K)PLAN I401(k)$21.8M682025
#018WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II401(k)$16.3M172025
#017WINDES, INC. MONEY PURCHASE PENSION PLAN IIMoney purchase$10.1M172025
#002WINDES, INC. MONEY PURCHASE PENSION PLAN IMoney purchase$6.7M742025
#020WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III401(k)$5.9M792025
#019WINDES, INC. MONEY PURCHASE PENSION PLAN IIIMoney purchase$2.3M822025
#022WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN IV401(k)$1.7M882025
#021WINDES, INC. MONEY PURCHASE PENSION PLAN IVMoney purchase$1.4M552025
  • WINDES, INC. EMPLOYEES PROFIT SHARING/401(K)PLAN I$21.8M
    #016 · 401(k) · 202568
  • WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II$16.3M
    #018 · 401(k) · 202517
  • WINDES, INC. MONEY PURCHASE PENSION PLAN II$10.1M
    #017 · Money purchase · 202517
  • WINDES, INC. MONEY PURCHASE PENSION PLAN I$6.7M
    #002 · Money purchase · 202574
  • WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III$5.9M
    #020 · 401(k) · 202579
  • WINDES, INC. MONEY PURCHASE PENSION PLAN III$2.3M
    #019 · Money purchase · 202582
  • WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN IV$1.7M
    #022 · 401(k) · 202588
  • WINDES, INC. MONEY PURCHASE PENSION PLAN IV$1.4M
    #021 · Money purchase · 202555

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505WINDES, INC. LONG-TERM DISABILITY PLANFully insuredSTANDARD INSURANCE COMPANY$117K1922025
#503WINDES, INC. DENTAL PLANFully insuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$24K1872025
#504WINDES, INC. VISION PLANFully insuredGUARDIAN$23K1872025
#506WINDES, INC. LIFE INSURANCE PLANFully insuredSTANDARD INSURANCE COMPANY$14K2022025
#502WINDES, INC. GROUP MEDICAL PLANFully insuredMERITAIN HEALTH$01842025
  • WINDES, INC. LONG-TERM DISABILITY PLAN$117K
    #505 · Fully insured · STANDARD INSURANCE COMPANY · 2025192
  • WINDES, INC. DENTAL PLAN$24K
    #503 · Fully insured · GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025187
  • WINDES, INC. VISION PLAN$23K
    #504 · Fully insured · GUARDIAN · 2025187
  • WINDES, INC. LIFE INSURANCE PLAN$14K
    #506 · Fully insured · STANDARD INSURANCE COMPANY · 2025202
  • WINDES, INC. GROUP MEDICAL PLAN$0
    #502 · Fully insured · MERITAIN HEALTH · 2025184
Retirement plans
Health & Benefits plans

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