PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WESTERN BOTANICALS FL, LLC
Sponsor portfolio

WESTERN BOTANICALS FL, LLC

EIN 84-3016053-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$714K premiums
Participants
267
768 E 1950 N - SPANISH FORK, UT 84660801-822-9476westernbotanicals.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$2.1M - 159 part#501Mixed-$714K - 224 lives

Benefits portfolio analytics

1 plan / $714K premiums / 224 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$649K
  • Dental$39K
  • Life$17K
  • Vision$9K
Total $714K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • AMERITAS LIFE INSURANCE CORP.5%
  • PRINCIPAL LIFE INSURANCE COMPANY2%
  • NATIONWIDE LIFE INSURANCE COMPANY1%
Total $714K4 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • TRUCORDIA INSURANCE SERVICES LLC48%
  • PARAGON PARTNERS LTD25%
  • MAGELLAN INC20%
  • PCF INSURANCE SERVICES OF THE WEST6%
  • GIS BENEFITS INC1%
Total $72K5 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

WESTERN BOTANICALS FL, LLC 401(K) P/S PLAN

401k

Assets$2.1M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN BOTANICAL HEALTH & WELFARE BENEFIT PLAN

Mixed - ALL SAVERS INSURANCE COMPANY

Premiums$714K
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTERN BOTANICALS FL, LLC 401(K) P/S PLAN401k$2.1M1592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN BOTANICAL HEALTH & WELFARE BENEFIT PLANMixedALL SAVERS INSURANCE COMPANY$714K2242025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica