Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.9M
- Prescription drug$3.9M
- Other$313K
- Life$157K
- Long-term disability$157K
- Vision$45K
- +1 more
Sponsor portfolioTH
WESTERN HEALTH ADVANTAGE
EIN 68-0393304Latest filing 2025
Plans
2
Retirement
1
$42.2M assets
Welfare
1
$4.3M premiums
Participants
551
2349 GATEWAY OAKS DRIVE, SUITE 100 - SACRAMENTO, CA 95833916-563-3187westernhealthadvantage.comLinkedIn51-200 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 251 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- WESTERN HEALTH ADVANTAGE91%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- AFLAC1%
- EYEMED VISION CARE1%
- PREMIER ACCESS INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
88%top
- BAYHABENEFITS INSURANCE SOLUTI88%
- CRAIG ALLEN HENRY PFAFF7%
- ERIC N RAWLINGS2%
- LEON NORMAN DAVIDSON1%
- DEBORAH L SENN1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WESTERN HEALTH ADVANTAGE SAVINGS & RETIREMENT PLAN
401k
Assets$42.2M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WESTERN HEALTH ADVANTAGE WELFARE BENEFITS PLAN
Fully Insured - WESTERN HEALTH ADVANTAGE
Premiums$4.3M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESTERN HEALTH ADVANTAGE SAVINGS & RETIREMENT PLAN | 401k | $42.2M | 300 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTERN HEALTH ADVANTAGE WELFARE BENEFITS PLAN | Fully Insured | WESTERN HEALTH ADVANTAGE | $4.3M | 251 | 2025 |
Retirement plans
Welfare plans