PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WILLOW CREEK COMPANIES, LLC
Sponsor portfolio

WILLOW CREEK COMPANIES, LLC

EIN 46-1362354-Latest filing 2025
Plans
2
Retirement
1
$2.3M assets
Welfare
1
$196K premiums
Participants
900
743 HORIZON CT, SUITE 250 - GRAND JUNCTION, CO 81506LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$2.3M - 738 part#501Mixed-$196K - 150 lives

Benefits portfolio analytics

1 plan / $196K premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$117K
  • Vision$117K
  • Other$79K
  • Life$24K
Total $196K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
  • AFLAC28%
  • SUN LIFE ASSURANCE COMPANY OF CANADA12%
Total $196K3 slices

Broker market share

Schedule A broker compensation

Split broker
101%top
  • HUB INTERNATIONAL MIDWEST LIMITED101%
  • NFP INSURANCE SERVICES INC-1%
Total $43K2 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

WILLOW CREEK COMPANIES 401(K) PLAN

401k

Assets$2.3M
Participants738
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLOW CREEK COMPANIES, LLC EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$196K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILLOW CREEK COMPANIES 401(K) PLAN401k$2.3M7382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLOW CREEK COMPANIES, LLC EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$196K1502025
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