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Sponsor portfolio

WEST PAK AVOCADO, INC.

EIN 95-3777360-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$22.0M assets
Welfare
1
$1.4M premiums
Participants
658
38655 SKY CANYON DRIVE - MURRIETA, CA 92563951-252-6257westpakavocado.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
3 filings
#002401k-$13.2M - 386 part#003CashBalance-$8.8M - 120 part#501Fully Insured-$1.4M - 151 lives

Retirement portfolio analytics

2 plans aggregated / $22.0M assets / 506 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#002)60%
  • DEFINED BENEFIT PLAN (#003)40%
Total $22.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)386
  • DEFINED BENEFIT PLAN (#003)120
Total 506Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Life$81K
  • Other$81K
  • Short-term disability$64K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CALIFORNIA CHOICE90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • MARSH & MCLENNAN AGENCY LLC72%
  • HUB INTERNATIONAL MIDWEST LIMITED22%
  • VENBROOK INSURANCE SERVICES6%
Total $100K3 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

WEST PAK AVOCADO, INC. PROFIT SHARING PLAN

401k

Assets$13.2M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WEST PAK AVOCADO, INC. DEFINED BENEFIT PLAN

CashBalance

Assets$8.8M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEST PAK AVOCADO, INC. WELFARE BENEFITS PLAN

Fully Insured - CALIFORNIA CHOICE

Premiums$1.4M
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WEST PAK AVOCADO, INC. PROFIT SHARING PLAN401k$13.2M3862024
003WEST PAK AVOCADO, INC. DEFINED BENEFIT PLANCashBalance$8.8M1202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEST PAK AVOCADO, INC. WELFARE BENEFITS PLANFully InsuredCALIFORNIA CHOICE$1.4M1512025
Retirement plans
Welfare plans
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