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Sponsor portfolio

WESTGUARD INSURANCE COMPANY

EIN 06-1678760-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$112.0M assets
Welfare
1
$14.4M premiums
Participants
3,004
39 PUBLIC SQUARE, BOX AH - WILKES-BARRE, PA 18703570-825-9900
Plans on this EIN
2 filings
#001401k-$112.0M - 2,031 part#501Fully Insured-$14.4M - 1,185 lives

Benefits portfolio analytics

1 plan / $14.4M premiums / 1,185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.9M
  • Dental$714K
  • Short-term disability$668K
  • Long-term disability$668K
  • Other$668K
  • Life$654K
  • +1 more
Total $14.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • DELTA DENTAL OF CALIFORNIA5%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $14.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOWELL BENEFIT SERVICES INC100%
Total $217K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BERKSHIRE HATHAWAY GUARD PROFIT SHARING/401(K) PLAN

401k

Assets$112.0M
Participants2,031
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GUARD INSURANCE GROUP WELFARE BENEFIT PLAN

Fully Insured - HIGHMARK INC.

Premiums$14.4M
Covered lives1,185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERKSHIRE HATHAWAY GUARD PROFIT SHARING/401(K) PLAN401k$112.0M2,0312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GUARD INSURANCE GROUP WELFARE BENEFIT PLANFully InsuredHIGHMARK INC.$14.4M1,1852024
Retirement plans
Welfare plans
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