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Sponsor portfolio

WESTERLAY ORCHIDS, L.P.

EIN 73-1688452-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$64K premiums
Participants
224
PO BOX 1249 - CARPINTERIA, CA 93014805-654-5411westerlay.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$7.6M - 104 part#502Mixed-$64K - 173 lives

Benefits portfolio analytics

1 plan / $64K premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$38K
  • Life$19K
  • Other$19K
  • Vision$8K
Total $64K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • PREMIER ACCESS INSURANCE COMPANY58%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY29%
  • EYEMED VISION CARE12%
Total $64K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GCG FINANCIAL LLC90%
  • NATIONAL BENEFIT CENTER10%
Total $8K2 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

WESTERLAY ORCHIDS, L.P. 401(K) PLAN

401k

Assets$7.6M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WESTERLAY ORCHIDS, LP HEALTH & WELFARE BENEFIT PLAN

Mixed - PREMIER ACCESS INSURANCE COMPANY

Premiums$64K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTERLAY ORCHIDS, L.P. 401(K) PLAN401k$7.6M1042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WESTERLAY ORCHIDS, LP HEALTH & WELFARE BENEFIT PLANMixedPREMIER ACCESS INSURANCE COMPANY$64K1732024
Retirement plans
Welfare plans
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