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Sponsor portfolio

WEST COAST CODE CONSULTANTS, INC.

EIN 20-4707579-construction-Latest filing 2025
Plans
2
Retirement
1
$18.9M assets
Welfare
1
$1.2M premiums
Participants
243
12647 ALCOSTA BOULEVARD, SUITE 445 - SAN RAMON, CA 94583925-275-1700wc-3.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$18.9M - 146 part#501Fully Insured-$1.2M - 162 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Life$85K
  • Short-term disability$85K
  • Long-term disability$85K
  • Other$85K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • AETNA LIFE INSURANCE COMPANY51%
  • SELECTHEALTH22%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
30%top
  • DIGITAL INSURANCE LLC30%
  • ALLIANT INSURANCE SERVICES, INC.27%
  • LIBERTY COMPANY INSURANCE BROKERS24%
  • STONE HILL & ASSOC INS BRK INC8%
  • BEERE & PURVES INC6%
  • +2 more
Total $76K7 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

WEST COAST CODE CONSULTANTS INC. 401K PLAN

401k

Assets$18.9M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEST COAST CODE CONSULTANTS, INC. WELFARE BENEFITS PLAN

Fully Insured - AETNA

Premiums$1.2M
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEST COAST CODE CONSULTANTS INC. 401K PLAN401k$18.9M1462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEST COAST CODE CONSULTANTS, INC. WELFARE BENEFITS PLANFully InsuredAETNA$1.2M1622025
Retirement plans
Welfare plans
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