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Sponsor portfolio

WESTERN CAPITAL CORPORATION

EIN 26-1707047-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$145K premiums
Participants
311
4900 MEADOWS RD. STE 410 - LAKE OSWEGO, OR 97035503-905-3220LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$11.2M - 182 part#501Mixed-$145K - 125 lives

Benefits portfolio analytics

1 plan / $145K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$49K
  • Life$40K
  • Long-term disability$31K
  • Dental$25K
  • Short-term disability$25K
  • Vision$14K
Total $145K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • STANDARD INSURANCE COMPANY67%
  • WILLAMETTE DENTAL INSURANCE, INC.18%
  • VISION SERVICE PLAN10%
  • AFLAC6%
Total $145K4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • MARSH & MCLENNAN AGENCY LLC92%
  • VARIOUS - SEE ATTACHED8%
Total $14K2 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

WESTERN CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$11.2M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN CAPITAL CORPORATION HEALTH & WELFARE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$145K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTERN CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN401k$11.2M1822025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN CAPITAL CORPORATION HEALTH & WELFARE PLANMixedSTANDARD INSURANCE COMPANY$145K1252024
Retirement plans
Welfare plans
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