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Sponsor portfolio

DIVCO WEST SERVICES, LLC

EIN 26-4077049-Latest filing 2025
Plans
2
Retirement
1
$43.2M assets
Welfare
1
$6.6M premiums
Participants
592
301 HOWARD STREET, SUITE 2100 - SAN FRANCISCO, CA 94105415-284-5700
Plans on this EIN
2 filings
#001401k-$43.2M - 311 part#501Fully Insured-$6.6M - 507 lives

Benefits portfolio analytics

1 plan / $6.6M premiums / 507 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.0M
  • Prescription drug$689K
  • Dental$304K
  • Life$86K
  • Other$56K
  • Short-term disability$42K
  • +2 more
Total $6.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • AETNA LIFE INSURANCE COMPANY81%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • +1 more
Total $6.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • EDGEWOOD PARTNERS INSURANCE CENTER66%
  • SEQUOIA BENEFITS & INS SVCS LLC34%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $337K3 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

DIVCORE 401(K) PLAN

401k

Assets$43.2M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DIVCO WEST SERVICES, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$6.6M
Covered lives507
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIVCORE 401(K) PLAN401k$43.2M3112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DIVCO WEST SERVICES, LLC EMPLOYEE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$6.6M5072025
Retirement plans
Welfare plans
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