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Sponsor portfolio

G.A. WEST & CO., INC.

EIN 63-0978835-Latest filing 2025
Plans
2
Retirement
1
$15.3M assets
Welfare
1
$677K premiums
Participants
3,017
1200 RADCLIFF ROAD - CREOLA, AL 36525251-679-1965
Plans on this EIN
2 filings
#001401k-$15.3M - 706 part#506Mixed-$677K - 512 lives

Benefits portfolio analytics

1 plan / $677K premiums / 512 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$617K
  • Life$218K
  • Short-term disability$218K
  • Vision$60K
Total $677K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA59%
  • METROPOLITAN LIFE INSURANCE COMPANY32%
  • VISION SERVICE PLAN9%
Total $677K3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • COBBS ALLEN & HALL INC40%
  • MICHAEL PIERCE23%
  • KELLIE WELLS11%
  • EVAN LEWIS SMITH8%
  • KARA HUGHES PARDUE7%
  • +2 more
Total $271K7 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

G.A. WEST & COMPANY 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$15.3M
Participants706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

G.A. WEST & CO., INC. WRAP PLAN

Mixed - COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$677K
Covered lives512
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001G.A. WEST & COMPANY 401(K) PROFIT SHARING PLAN & TRUST401k$15.3M7062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506G.A. WEST & CO., INC. WRAP PLANMixedCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$677K5122025
Retirement plans
Welfare plans
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