Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$816K
- Stop-loss$816K
- Other$698K
- Life$677K
- Long-term disability$677K
- Health$445K
- +1 more
Sponsor portfolioTH
WESTERN NATIONAL MUTUAL INSURANCE COMPANY
EIN 41-0430825insuranceLatest filing 2025
Plans
2
Retirement
1
$134.3M assets
Welfare
1
$2.0M premiums
Participants
1,741
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 1,275 covered livesCarrier market share
Premium dollars by Schedule A carrier
40%top
- HEALTHPARTNERS INSURANCE COMPANY40%
- UNITED OF OMAHA LIFE INSURANCE COMPANY33%
- TRANSAMERICA LIFE INSURANCE COMPANY22%
- EYEMED VISION CARE4%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Broker market share
Schedule A broker compensation
96%top
- MARSH & MCLENNAN AGENCY LLC96%
- PIONEER INSURANCE SVCS LLC2%
- J MANNING AND ASSOCIATES2%
- WENDY ZAKARIASEN0%
- LTCI PARTNERS LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WESTERN NATIONAL SALARY ACCUMULATION PROGRAM
401k
Assets$134.3M
Participants981
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
WESTERN NATIONAL MUTUAL INSURANCE COMPANY HEALTH AND WELFARE PLAN
Mixed - HEALTHPARTNERS ADMINISTRATORS, INC
Premiums$2.0M
Covered lives1,275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WESTERN NATIONAL SALARY ACCUMULATION PROGRAM | 401k | $134.3M | 981 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | WESTERN NATIONAL MUTUAL INSURANCE COMPANY HEALTH AND WELFARE PLAN | Mixed | HEALTHPARTNERS ADMINISTRATORS, INC | $2.0M | 1,275 | 2025 |
Retirement plans
Welfare plans