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Sponsor portfolioTH

WES HEALTH SYSTEM

EIN 23-3048845-mental health care-Latest filing 2025
Plans
3
Retirement
2
$5.7M assets
Welfare
1
$1.6M premiums
Participants
313
1315 WINDRIM AVENUE - PHILADELPHIA, PA 191412710267-256-5201drwes.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
3 filings
#001401k-$3.4M - 16 part#002403b-$2.2M - 297 part#501Fully Insured-$1.6M - 153 lives

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 313 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • HEALTH SYSTEM 401(K) (#001)61%
  • HEALTH SYSTEM 403(B) (#002)39%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH SYSTEM 403(B) (#002)297
  • HEALTH SYSTEM 401(K) (#001)16
Total 313Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Life$128K
  • Short-term disability$128K
  • Long-term disability$128K
  • Other$128K
  • Dental$11K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • UNITED CONCORDIA INSURANCE COMPANY1%
  • KEYSTONE HEALTH PLAN EAST0%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ASSUREDPARTNERS76%
  • NEWBRIDGE PARTNERS LLC11%
  • AMERIHEALTH ADMINISTRATORS INC10%
  • UNITED CONCORDIA DENTAL PLAN3%
Total $104K4 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

WES HEALTH SYSTEM 401(K) PLAN

401k

Assets$3.4M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WES HEALTH SYSTEM 403(B) PLAN

403b

Assets$2.2M
Participants297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WES HEALTH SYSTEM

Fully Insured - INDEPENDENCE BLUE CROSS - KEYSTONE

Premiums$1.6M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WES HEALTH SYSTEM 401(K) PLAN401k$3.4M162025
002WES HEALTH SYSTEM 403(B) PLAN403b$2.2M2972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WES HEALTH SYSTEMFully InsuredINDEPENDENCE BLUE CROSS - KEYSTONE$1.6M1532024
Retirement plans
Welfare plans
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