WINDSOR STRATEGY PARTNERS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
18
Active participants
15,824
Total plan assets
$164.5M
Filings (rows)
18
Direct comp
$1.2M
Indirect comp
$0
SERVICES PROVIDED
Other16
Actuary2
Top plans served
All 18 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED METAL TRADES ASSOCIATION OF OREGON UMTA TRUST | PORTLAND, OR | Other NONE | 1,441 | $38.9M | $10K |
| SOUTH CAROLINA MEDICAL ASSOCIATION SCMA VOLUNTARY MEMBERS' BENEFICIARY ASSOCIATION | COLUMBIA, SC | Actuary ACTUARY | 2,572 | $27.6M | $103K |
| SOUTH CAROLINA MEDICAL ASSOCIATION SCMA VOLUNTARY MEMBERS' BENEFICIARY ASSOCIATION | COLUMBIA, SC | Actuary ACTUARY | 2,413 | $26.6M | $46K |
| ADVANTAGE HEALTH PLANS TRUST ADVANTAGE HEALTH PLANS TRUST | OKLAHOMA CITY, OK | Other NONE | 2,046 | $17.9M | $88K |
| ADVANTAGE HEALTH PLANS TRUST ADVANTAGE HEALTH PLANS TRUST | OKLAHOMA CITY, OK | Other NONE | 2,151 | $16.4M | $92K |
| ADVANTAGE HEALTH PLANS TRUST ADVANTAGE HEALTH PLANS TRUST | OKLAHOMA CITY, OK | Other NONE | 1,974 | $13.2M | $90K |
| AFFILIATED PHYSICIANS AND EMPLOYERS MASTER TRUST THE AFFILIATED PHYSICIANS & EMPLOYERS HEALTH PLAN | LAWRENCEVILLE, NJ | Other NONE | 0 | $6.9M | $243K |
| TRUSTEES IN THEIR CAPACITY AS SUCH OF SOUTH CAROLINA BANKERS EMPLOYEE SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST | CHAPIN, SC | Other NONE | 905 | $4.3M | $18K |
| AMERICAN ASSOCIATION OF BUSINESS NETWORKING TEXAS PROFESSIONAL SERVICE PROVIDERS BENEFITS TRUST | AUSTIN, TX | Other NONE | 597 | $2.7M | $48K |
| AMERICAN ASSOCIATION OF BUSINESS NETWORKING TEXAS PROFESSIONAL SERVICE PROVIDERS BENEFITS TRUST | AUSTIN, TX | Other NONE | 645 | $2.3M | $53K |
| AMERICAN ASSOCIATION OF BUSINESS NETWORKING TEXAS PROFESSIONAL SERVICE PROVIDERS BENEFITS TRUST | AUSTIN, TX | Other NONE | 554 | $2.2M | $35K |
| 40 SQUARE COOPERATIVE SOLUTIONS 40 SQUARE HEALTH PLAN TRUST | BLOOMINGTON, MN | Other NONE | 343 | $1.4M | $48K |
| 40 SQUARE COOPERATIVE SOLUTIONS 40 SQUARE HEALTH PLAN TRUST | BLOOMINGTON, MN | Other NONE | 0 | $1.2M | $42K |
| LOUISIANA STATE MEDICAL SOCIETY ADVANTAGE PHYSICIANS HEALTHCARE TRUST | BATON ROUGE, LA | Other NONE | 31 | $1.2M | $57K |
| LOUISIANA STATE MEDICAL SOCIETY ADVANTAGE PHYSICIANS HEALTHCARE TRUST | BATON ROUGE, LA | Other NONE | 152 | $1.1M | $71K |
| TENNESSEE DENTAL ASSOCIATION TD CONSORTIUM BENEFITS TRUST | FRANKLIN, TN | Other NONE | 0 | $699K | $43K |
| AFFILIATED PHYSICIANS AND EMPLOYERS MASTER TRUST THE AFFILIATED PHYSICIANS & EMPLOYERS HEALTH PLAN | LAWRENCEVILLE, NJ | Other NONE | 0 | — | $69K |
| TENNESSEE DENTAL ASSOCIATION TD CONSORTIUM BENEFITS TRUST | FRANKLIN, TN | Other NONE | 0 | — | $8K |