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Sponsor portfolioTH

ARROWHEAD WEST INC.

EIN 48-0847237-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$6.0M assets
Welfare
1
$553K premiums
Participants
231
1100 E WYATT EARP BLVD - DODGE CITY, KS 678015337620-227-8803arrowheadwest.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#003OtherDC-$4.6M - 22 part#002403b-$1.4M - 21 part#501Mixed-$553K - 188 lives

Retirement portfolio analytics

2 plans aggregated / $6.0M assets / 43 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • ANNUITY PLAN (B)(1) (#003)77%
  • CUSTODIAL PLAN 403(B)(7) (#002)23%
Total $6.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ANNUITY PLAN (B)(1) (#003)22
  • CUSTODIAL PLAN 403(B)(7) (#002)21
Total 43Click row to drill in

Benefits portfolio analytics

1 plan / $553K premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$388K
  • Prescription drug$388K
  • Other$388K
  • Life$85K
  • Dental$61K
  • Vision$18K
Total $553K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • BLUE CROSS OF CALIFORNIA70%
  • AFLAC12%
  • DELTA DENTAL OF CALIFORNIA11%
  • SUNLIFE4 ASSURANCE COMPANY OF CANADA3%
  • ADVANCE INSURANCE COMPANY OF KANSAS3%
Total $553K5 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • TERESA BURNETT39%
  • USI INSURANCE SERVICES LLC36%
  • MARK ALAN BRYANT26%
Total $21K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ARROWHEAD WEST INC. RETIREMENT ANNUITY PLAN (B)(1)

OtherDC

Assets$4.6M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ARROWEAD WEST INC. RETIREMENT CUSTODIAL PLAN 403(B)(7)

403b

Assets$1.4M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARROWHEAD WEST INC. FLEXIBLE WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHEILD

Premiums$553K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ARROWHEAD WEST INC. RETIREMENT ANNUITY PLAN (B)(1)OtherDC$4.6M222025
002ARROWEAD WEST INC. RETIREMENT CUSTODIAL PLAN 403(B)(7)403b$1.4M212025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARROWHEAD WEST INC. FLEXIBLE WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHEILD$553K1882025
Retirement plans
Welfare plans
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