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Sponsor portfolio

WINZER CORPORATION

EIN 95-3152321-wholesale-Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$1.7M premiums
Participants
394
4060 EAST PLANO PKWY - PLANO, TX 75074214-341-2122winzer.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$7.7M - 220 part#501Fully Insured-$1.7M - 174 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$131K
  • Life$114K
  • Short-term disability$114K
  • Long-term disability$114K
  • Dental$60K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • HUMANA INSURANCE COMPANY4%
  • FIRST STOP HEALTH1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • WINZER CORPORATION0%
Total $15K2 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

WINZER CORPORATION 401(K) PLAN

401k

Assets$7.7M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WINZER CORPORATION EMPLOYEE WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.7M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WINZER CORPORATION 401(K) PLAN401k$7.7M2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINZER CORPORATION EMPLOYEE WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.7M1742025
Retirement plans
Welfare plans
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