Form 5500 · Employee benefit plan · SANTA MONICA, CA
WINDSOR CAPITAL GROUP, INC.
Public Form 5500 records show how WINDSOR CAPITAL GROUP, INC. (SANTA MONICA, CA) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-1122146 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 485 | June | $27,072 |
| HCC LIFE INSURANCE COMPANY | Health | 217 | June | $2,674 |
Questions
Who is WINDSOR CAPITAL GROUP, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WINDSOR CAPITAL GROUP, INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does WINDSOR CAPITAL GROUP, INC. use?
WINDSOR CAPITAL GROUP, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does WINDSOR CAPITAL GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for WINDSOR CAPITAL GROUP, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WINDSOR CAPITAL GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.