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Sponsor portfolio

WEST YOST ASSOCIATES, INC.

EIN 68-0370826-telecommunications-Latest filing 2025
Plans
2
Retirement
1
$51.2M assets
Welfare
1
$1.1M premiums
Participants
518
2020 RESEARCH PARK DRIVE, SUITE 100 - DAVIS, CA 95618916-756-5909wcsystems.netLinkedIn1-10 employeestelecommunications
Plans on this EIN
2 filings
#002401k-$51.2M - 296 part#501Fully Insured-$1.1M - 194 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 194 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$994K
  • Prescription drug$994K
  • Vision$42K
  • Other$33K
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • KAISER FOUNDATION HEALTH PLAN INC93%
  • VISION SERVICE PLAN4%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • HOLMAN FAMILY COUNSELING, INC.0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $7K1 slice

Plan deep-dives

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

WEST YOST & ASSOCIATES PROFIT SHARING 401(K) PLAN

401k

Assets$51.2M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEST YOST ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.1M
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WEST YOST & ASSOCIATES PROFIT SHARING 401(K) PLAN401k$51.2M2962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEST YOST ASSOCIATES, INC. EMPLOYEE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.1M1942025
Retirement plans
Welfare plans
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