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Sponsor portfolioTH

INTERWEST INSURANCE SERVICES, LLC

EIN 68-0266090-insurance-Latest filing 2025
Plans
2
Retirement
1
$82.4M assets
Welfare
1
$2.8M premiums
Participants
888
1357 EAST LASSEN AVENUE - CHICO, CA 959730000530-895-1010iwins.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$82.4M - 490 part#503Mixed-$2.8M - 390 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 390 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Stop-loss$649K
  • Other$535K
  • Life$338K
  • Short-term disability$338K
  • Long-term disability$338K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • KAISER FOUNDATION HEALTH PLAN INC47%
  • HCC LIFE INSURANCE COMPANY23%
  • SUN LIFE ASSURANCE COMPANY OF CANADA12%
  • AMERITAS LIFE INSURANCE CORP.11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $2.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • INTERWEST INSURANCE SERVICES, LLC100%
Total $39K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INTERWEST INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$82.4M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

INTERWEST INSURANCE SERVICES, LLC EMPLOYEE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$2.8M
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTERWEST INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN401k$82.4M4902025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503INTERWEST INSURANCE SERVICES, LLC EMPLOYEE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN INC$2.8M3902025
Retirement plans
Welfare plans
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