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Sponsor portfolio

WESTERN PRECOOLING SYSTEMS

EIN 94-2327682-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$24.0M assets
Welfare
1
$3.2M premiums
Participants
542
5994 W. LOS POSITAS BLVD, SUITE 123 - PLEASANTON, CA 94588510-226-4414
Plans on this EIN
2 filings
#002401k-$24.0M - 337 part#501Mixed-$3.2M - 422 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 422 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Vision$3.1M
  • Life$68K
  • Other$34K
  • Short-term disability$34K
Total $3.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • CALIFORNIA PHYSICIANS SERVICE98%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • BLUE CROSS OF CALIFORNIA1%
  • CLAREMONT EAP0%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • RIS EMPLOYEE BENEFITS INC65%
  • REUBEN WARNER ASSOCIATES, INC.32%
  • MIKE RADAKOVICH2%
  • ANT FARM0%
  • MICHAEL KIRKPATRICK0%
  • +3 more
Total $189K8 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

WPS/MOODY WESTERN PROFIT SHARING 401(K) PLAN

401k

Assets$24.0M
Participants337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN PRECOOLING SYSTEMS INC HEALTH AND WELFARE PLAN

Mixed - CALIFORNIA PHYSICIANS SERVICE

Premiums$3.2M
Covered lives422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WPS/MOODY WESTERN PROFIT SHARING 401(K) PLAN401k$24.0M3372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN PRECOOLING SYSTEMS INC HEALTH AND WELFARE PLANMixedCALIFORNIA PHYSICIANS SERVICE$3.2M4222025
Retirement plans
Welfare plans
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