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  2. FAIRWIND, INC.
Sponsor portfolio

FAIRWIND, INC.

EIN 98-0601517-Latest filing 2025
Plans
2
Retirement
1
$1.3M assets
Welfare
1
$1.7M premiums
Participants
641
25211 GROGANS MILL ROAD, SUITE 305 - SPRING, TX 77380168-921-8096
Plans on this EIN
2 filings
#001401k-$1.3M - 312 part#501Fully Insured-$1.7M - 751 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 751 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Health$1.6M
  • Dental$1.6M
  • Vision$1.6M
  • Prescription drug$1.6M
  • Life$186K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • TRANSAMERICA LIFE INSURANCE COMPANY7%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • MCCARTY INSURANCE INC42%
  • AMWINS21%
  • SARAH A ROBERTSON18%
  • ACRISURE LLC12%
  • MATTHEW W EVANS4%
  • +1 more
Total $173K6 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

FAIRWIND, INC 401(K) PLAN

401k

Assets$1.3M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAIRWIND, INC. HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives751
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAIRWIND, INC 401(K) PLAN401k$1.3M3122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAIRWIND, INC. HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M7512025
Retirement plans
Welfare plans
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