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Sponsor portfolio

WESTERN NATIONAL PROPERTIES

EIN 33-0848232-real estate-Latest filing 2025
Plans
2
Retirement
1
$58.3M assets
Welfare
1
$8.0M premiums
Participants
1,919
8 EXECUTIVE CIRCLE - IRVINE, CA 92614949-862-6374LinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$58.3M - 999 part#501Fully Insured-$8.0M - 913 lives

Benefits portfolio analytics

1 plan / $8.0M premiums / 913 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.4M
  • Prescription drug$7.4M
  • Other$466K
  • Short-term disability$453K
  • Dental$323K
  • Life$323K
  • +2 more
Total $8.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • ACI SPECIALTY BENEFITS0%
Total $8.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BALDWIN GROUP WEST LLC100%
Total $365K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WNG 401(K) PLAN

401k

Assets$58.3M
Participants999
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN NATIONAL PROPERTIES DBA WESTERN NATIONAL GROUP EMPLOYEE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$8.0M
Covered lives913
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WNG 401(K) PLAN401k$58.3M9992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN NATIONAL PROPERTIES DBA WESTERN NATIONAL GROUP EMPLOYEE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$8.0M9132025
Retirement plans
Welfare plans
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