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Sponsor portfolioWelfare / HealthEIN 33-0848232

WESTERN NATIONAL PROPERTIES

d/b/a WESTERN NATIONAL GROUP
8 EXECUTIVE CIRCLE · IRVINE, CA 92614
9498626374
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$8.0M
No prior year
Persons covered
913
No prior year
Total participants
920
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$8.0M
WESTERN NATIONAL PROPERTIES DBA WESTERN NATIONAL GROUP EMPLOYEE PLAN
Fully insured913 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.4M44.1%
Prescription drug$7.4M44.1%
Other$466K2.8%
Short-term disability$453K2.7%
Dental$323K1.9%
Life$323K1.9%
Long-term disability$323K1.9%
Vision$102K0.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$7.4M92.9%11671
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLSTDLTDOth
$323K4.0%11912
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
STDOth
$131K1.6%11209
VISION SERVICE PLAN
EIN 941632821
V
$102K1.3%11575
ACI SPECIALTY BENEFITS
EIN 122345679
Oth
$13K0.2%11913

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCIRVINE, CAMETROPOLITAN LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY, VISION SERVICE PLAN$358K$7K$365K100.0%1

History & trajectory

11 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
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