PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. WESTERN CAPITAL CORPORATION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 26-1707047

WESTERN CAPITAL CORPORATION

d/b/a NORTHWEST BANK
4900 MEADOWS RD. STE 410 · LAKE OSWEGO, OR 97035
5039053220
Plans filed
2
Years active
2018–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$145K
No prior year
Persons covered
125
No prior year
Total participants
129
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$145K
WESTERN CAPITAL CORPORATION HEALTH & WELFARE PLAN
Mixed125 covered·4 carriers
Primary: STANDARD INSURANCE COMPANY
Plan #502$51K
WESTERN CAPITAL CORPORATION LIFE AND DISABILITY PLAN
Fully insured112 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$49K26.5%
Life$40K21.8%
Long-term disability$31K16.6%
Dental$25K13.7%
Short-term disability$25K13.7%
Vision$14K7.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTDOth
$96K66.6%13125
WILLAMETTE DENTAL INSURANCE, INC.
EIN 931253100
D
$25K17.5%1123
VISION SERVICE PLAN
EIN 237089668
V
$14K9.9%11105
AFLAC
EIN 822723296
Oth
$9K6.0%1111

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CAVISION SERVICE PLAN, STANDARD INSURANCE COMPANY, WILLAMETTE DENTAL OF IDAHO, INC.$12K$1K$13K91.5%1
VARIOUS - SEE ATTACHEDCOLUMBUS, GAAFLAC$1K$95$1K8.5%1

History & trajectory

5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica