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  2. WESTAK, INC.
Sponsor portfolio

WESTAK, INC.

EIN 94-2204915-Latest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
$1.4M premiums
Participants
671
1116 ELKO DRIVE - SUNNYVALE, CA 940892207408-734-8686
Plans on this EIN
2 filings
#003ESOP-$1.9M - 568 part#501Mixed-$1.4M - 192 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$92K
  • Vision$92K
  • Life$15K
  • Long-term disability$15K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BLUE CROSS OF CALIFORNIA76%
  • KAISER FOUNDATION HEALTH PLAN INC16%
  • ANTHEM LIFE INSURANCE COMPANY6%
  • STANDARD INSURANCE COMPANY1%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $52K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

WESTAK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.9M
Participants568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTAK GROUP INSURANCE PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$1.4M
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003WESTAK EMPLOYEE STOCK OWNERSHIP PLANESOP$1.9M5682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTAK GROUP INSURANCE PLANMixedBLUE CROSS OF CALIFORNIA$1.4M1922025
Retirement plans
Welfare plans
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