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Sponsor portfolio

THE WINSFORD COMPANY, LLC

EIN 95-3678631-hospitality-Latest filing 2024
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$165K premiums
Participants
440
1933 EAST LOCUST STREET - ONTARIO, CA 91761909-923-4359LinkedIn51-200 employeeshospitality
Plans on this EIN
2 filings
#001401k-$8.8M - 251 part#501Mixed-$165K - 227 lives

Benefits portfolio analytics

1 plan / $165K premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$77K
  • Life$52K
  • Other$52K
  • Vision$16K
  • Long-term disability$15K
  • Short-term disability$5K
Total $165K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • UNITED CONCORDIA INSURANCE COMPANY47%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY44%
  • UNITED HEALTHCARE INSURANCE COMPANY10%
Total $165K3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • PATRIOT GROWTH INSURANCE SERVICES63%
  • FMLASOURCE INC13%
  • BENEFITS AMERICA INSURANCE SERVICES13%
  • BENEFITS ALLIANCE INSURANCE SERVICE6%
  • GALLAGHER BENEFIT SERVICES, INC.5%
Total $26K5 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

THE WINSFORD COMPANY, LLC 401(K) PLAN

401k

Assets$8.8M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WINSFORD COMPANY, LLC HEALTH & WELFARE PLAN

Mixed - UNITED CONCORDIA INSURANCE COMPANY

Premiums$165K
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WINSFORD COMPANY, LLC 401(K) PLAN401k$8.8M2512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WINSFORD COMPANY, LLC HEALTH & WELFARE PLANMixedUNITED CONCORDIA INSURANCE COMPANY$165K2272024
Retirement plans
Welfare plans
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