Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$631K
- Long-term disability$34K
- Life$32K
- Vision$23K
- Short-term disability$7K
- Other$4K
Sponsor portfolioTH
WENTE FAMILY ESTATES
EIN 94-1051349Latest filing 2025
Plans
2
Retirement
1
$33.9M assets
Welfare
1
$730K premiums
Participants
902
5565 TESLA ROAD - LIVERMORE, CA 94550925-456-2293
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $730K premiums / 129 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- KAISER FOUNDATION HEALTH PLAN INC86%
- LIFE INSURANCE COMPANY OF NORTH AMERICA10%
- VISION SERVICE PLAN3%
Broker market share
Schedule A broker compensation
100%top
- ACRISURE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WENTE FAMILY ESTATES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$33.9M
Participants776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WENTE FAMILY ESTATES WELFARE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$730K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WENTE FAMILY ESTATES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $33.9M | 776 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WENTE FAMILY ESTATES WELFARE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $730K | 129 | 2025 |
Retirement plans
Welfare plans