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Sponsor portfolio

HEALTH WEST, INC.

EIN 82-0324100-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$11.4M assets
Welfare
1
$576K premiums
Participants
660
500 S 11TH AVE., SUITE 400 - POCATELLO, ID 83201208-232-7862healthwestinc.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#002403b-$11.4M - 384 part#502Mixed-$576K - 277 lives

Benefits portfolio analytics

1 plan / $576K premiums / 277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$276K
  • Short-term disability$276K
  • Long-term disability$276K
  • Other$276K
  • Dental$270K
  • Vision$31K
Total $576K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY48%
  • DELTA DENTAL OF CALIFORNIA47%
  • UNITED HERITAGE LIFE INSURANCE COMPANY5%
Total $576K3 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • ADVANCED BENEFITS58%
  • UNKNOWN20%
  • MARK ILGENFRITZ8%
  • ECHELON GROUP INC7%
  • ALLIANT INSURANCE SERVICES, INC.4%
  • +1 more
Total $38K6 slices

Plan deep-dives

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

HEALTH WEST, INC. 403(B) RETIREMENT PLAN

403b

Assets$11.4M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HEALTH WEST, INC. EMPLOYEE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$576K
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HEALTH WEST, INC. 403(B) RETIREMENT PLAN403b$11.4M3842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HEALTH WEST, INC. EMPLOYEE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$576K2772024
Retirement plans
Welfare plans
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