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Sponsor portfolio

WESTERN REFINERY SERVICES, INC.

EIN 91-1473401-Latest filing 2025
Plans
2
Retirement
1
$13.1M assets
Welfare
1
$143K premiums
Participants
469
2380 GRANDVIEW ROAD - FERNDALE, WA 98248360-366-3303wes-construction.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$13.1M - 246 part#501Mixed-$143K - 223 lives

Benefits portfolio analytics

1 plan / $143K premiums / 223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$124K
  • Long-term disability$124K
  • Other$124K
  • Vision$19K
Total $143K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY87%
  • VISION SERVICE PLAN13%
Total $143K2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HUB INTERNATIONAL MIDWEST LIMITED92%
  • WATCHTOWER BENEFITS, LLC7%
  • TRUCORDIA INSURANCE SERVICES LLC1%
  • WATCHTOWER TECHNOLOGIES INC0%
Total $28K4 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 REFINERY SERVICES, INC. 401(K) PLAN

401k

Assets$13.1M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN REFINERY SERVICES, INC. WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$143K
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTERN REFINERY SERVICES, INC. 401(K) PLAN401k$13.1M2462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN REFINERY SERVICES, INC. WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$143K2232025
Retirement plans
Welfare plans
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