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Sponsor portfolio

WARNER PACIFIC INSURANCE SERVICE

EIN 95-3959252-insurance-Latest filing 2025
Plans
2
Retirement
1
$66.0M assets
Welfare
1
$1.3M premiums
Participants
1,259
32110 AGOURA ROAD - WESTLAKE VILLAGE, CA 91361818-225-0101warnerpacific.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$66.0M - 715 part#502Mixed-$1.3M - 582 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 582 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.2M
  • Other$1.2M
  • Short-term disability$849K
  • Long-term disability$670K
  • Vision$101K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA92%
  • VISION SERVICE PLAN8%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • LOWDERMILK & ASSOCIATES, INC80%
  • REUBEN WARNER ASSOCIATES, INC.8%
  • MELISSA A KOLL6%
  • RICHARD BLACKSTONE2%
  • VOLUNTARY SOLUTIONS INC1%
  • +3 more
Total $129K8 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

WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN

401k

Assets$66.0M
Participants715
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WARNER PACIFIC INSURANCE SERVICES INC HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.3M
Covered lives582
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN401k$66.0M7152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WARNER PACIFIC INSURANCE SERVICES INC HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.3M5822025
Retirement plans
Welfare plans
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