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Sponsor portfolioTH

OUT WEST RESTAURANT GROUP

EIN 33-0600849-restaurants-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$4.5M premiums
Participants
1,303
8885 RIO SAN DIEGO, SUITE 360 - SAN DIEGO, CA 92108858-456-2703LinkedIn1001-5000 employeesrestaurants
Plans on this EIN
2 filings
#001401k-$3.5M - 321 part#501Fully Insured-$4.5M - 979 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 979 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Dental$4.2M
  • Prescription drug$4.2M
  • Short-term disability$102K
  • Other$55K
  • Long-term disability$52K
  • +2 more
Total $4.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $4.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • MARSH & MCLENNAN AGENCY LLC89%
  • WEB BENEFITS DESIGN CORPORATION11%
Total $92K2 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

OUT WEST RESTAURANT GROUP, INC. 401(K) PLAN

401k

Assets$3.5M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OUT WEST RESTAURANT GROUP WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.5M
Covered lives979
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OUT WEST RESTAURANT GROUP, INC. 401(K) PLAN401k$3.5M3212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OUT WEST RESTAURANT GROUP WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$4.5M9792025
Retirement plans
Welfare plans
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