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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 CBIZ BENEFITS & INSURANCE. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-1122146 · plan 001 · as of Jul 2026

Participants
896
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY208December$0

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 CBIZ BENEFITS & INSURANCE.

What insurance carrier does WINDSOR CAPITAL GROUP, INC. use?

WINDSOR CAPITAL GROUP, INC.'s benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

When does WINDSOR CAPITAL GROUP, INC.'s group plan renew?

The most recent Schedule A policy period for WINDSOR CAPITAL GROUP, INC. ended in December. 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.