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Sponsor portfolio

WESTERN HOME SERVICES

EIN 27-2825987-Latest filing 2025
Plans
2
Retirement
1
$16.6M assets
Welfare
1
$302K premiums
Participants
1,368
5307 CARAWAY LANE - CEDAR FALLS, IA 50613800-440-1311
Plans on this EIN
2 filings
#001401k-$16.6M - 902 part#501Mixed-$302K - 474 lives

Benefits portfolio analytics

1 plan / $302K premiums / 474 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$149K
  • Life$77K
  • Other$77K
  • Vision$40K
  • Long-term disability$36K
Total $302K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • DELTA DENTAL OF CALIFORNIA49%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY37%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY13%
Total $302K3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • PEDERSEN DOWIE CLABBY & MCCAUSLAND60%
  • PEDERSEN DOWIE CLABBY34%
  • GALLAGHER BENEFIT SERVICES, INC.6%
Total $32K3 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 HOME EMPLOYEES RETIREMENT PLAN

401k

Assets$16.6M
Participants902
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN HOME SERVICES WRAP PLAN

Mixed - DELTA DENTAL OF IOWA

Premiums$302K
Covered lives474
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTERN HOME EMPLOYEES RETIREMENT PLAN401k$16.6M9022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN HOME SERVICES WRAP PLANMixedDELTA DENTAL OF IOWA$302K4742025
Retirement plans
Welfare plans
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