PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WESTFIELD DISTRIBUTING NORTH DAKOTA INC.
Sponsor portfolioTH

WESTFIELD DISTRIBUTING NORTH DAKOTA INC.

EIN 45-0458257-Latest filing 2025
Plans
2
Retirement
1
$49.4M assets
Welfare
1
$841K premiums
Participants
1,672
263 SHUMAN BOULEVARD, SUITE 350 - NAPERVILLE, IL 60563204-489-1855
Plans on this EIN
2 filings
#002401k-$49.4M - 969 part#502Mixed-$841K - 703 lives

Benefits portfolio analytics

1 plan / $841K premiums / 703 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$841K
  • Life$769K
  • Short-term disability$769K
  • Long-term disability$769K
Total $841K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY91%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY9%
Total $841K2 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • USI INSURANCE SERVICES LLC89%
  • KEITH OLBERDING, INC6%
  • RHONDA S PAPE2%
  • COLE PAPE1%
  • DANE PAPE1%
  • +1 more
Total $185K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AGI 401(K) RETIREMENT PLAN

401k

Assets$49.4M
Participants969
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AG GROWTH INTERNATIONAL EMPLOYEE WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$841K
Covered lives703
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AGI 401(K) RETIREMENT PLAN401k$49.4M9692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AG GROWTH INTERNATIONAL EMPLOYEE WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$841K7032025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica