Western Growers Assurance Trust — Form 5500 plan (Western Growers Assurance Trust)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Western Growers Assurance Trust is a benefit plan reported by Western Growers Assurance Trust under EIN 95-2500201 and plan number 501. The latest loaded filing year is 2023. The filing reports 19,650 participants and $137,619,031 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western Growers Assurance Trust
EIN
95-2500201
Plan number
501
Plan type
3
Location
Irvine, CA
Latest filing year
2023
Participants
19,650
End-of-year plan assets
$137,619,031

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,650H, C20250602104017NAL0006488595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$137,619,031
Total liabilities (EOY)
$48,174,959
Net assets (EOY)
$89,444,072
Net assets (BOY)
$70,207,821

Income & contributions

Employer contributions
$191,681,415
Total contributions
$191,681,415
Total income / additions
$204,944,659

Expenses & distributions

Benefits paid
$151,831,189
Administrative expenses
$33,877,219
Total expenses
$185,708,408
Net increase / (decrease)
$19,236,251

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Western Growers Insurance ServicesAFFILIATE$8,075,113not reported in the loaded dataset2023
Western Growers Service CorporationAFFILIATE$3,424,202not reported in the loaded dataset2023
Pinnacle Operating AccountAFFILIATE$2,601,282not reported in the loaded dataset2023
Anthem Blue Cross Of Californianot reported in the loaded dataset$2,273,098not reported in the loaded dataset2023
Rightway Healthcare, Incnot reported in the loaded dataset$683,085not reported in the loaded dataset2023
Alliant Insurance Services Incnot reported in the loaded dataset$503,584not reported in the loaded dataset2023
Western Growers Financial ServicesAFFILIATE$483,799$13,1102023
Relation Insurance Services, Incnot reported in the loaded dataset$451,575not reported in the loaded dataset2023
Barkley, An Alera Insurance Agencynot reported in the loaded dataset$396,164not reported in the loaded dataset2023
Preferred Medical Marketing Corpnot reported in the loaded dataset$313,746not reported in the loaded dataset2023
The Irvine Co/Discoveryviii-Ixnot reported in the loaded dataset$313,641not reported in the loaded dataset2023
James G Parkernot reported in the loaded dataset$293,827not reported in the loaded dataset2023
First Healthnot reported in the loaded dataset$266,927not reported in the loaded dataset2023
Marsh Usa Incnot reported in the loaded dataset$266,511not reported in the loaded dataset2023
Traffik, LLCnot reported in the loaded dataset$232,813not reported in the loaded dataset2023
Hub International/Der Manouel Insnot reported in the loaded dataset$222,653not reported in the loaded dataset2023
Blair Carlislenot reported in the loaded dataset$209,071not reported in the loaded dataset2023
Blue Cross Blue Shield Of Aznot reported in the loaded dataset$193,156not reported in the loaded dataset2023
Winton Ireland Insurance Agencynot reported in the loaded dataset$191,651not reported in the loaded dataset2023
Palms-Fs, LLCnot reported in the loaded dataset$187,724not reported in the loaded dataset2023
Gallagher Benefit Services Incnot reported in the loaded dataset$187,315not reported in the loaded dataset2023
Mcclements Insurance Services, LLCnot reported in the loaded dataset$184,298not reported in the loaded dataset2023
Considine & Associates Incnot reported in the loaded dataset$166,455not reported in the loaded dataset2023
Deerwalk Incnot reported in the loaded dataset$141,756not reported in the loaded dataset2023
Medecision Incnot reported in the loaded dataset$141,155not reported in the loaded dataset2023
Usi Insurance Services LLCnot reported in the loaded dataset$139,990not reported in the loaded dataset2023
Relation Insurance Services Of Canot reported in the loaded dataset$138,604not reported in the loaded dataset2023
Microsoft Corpnot reported in the loaded dataset$132,879not reported in the loaded dataset2023
Western GrowersAFFILIATE$115,503not reported in the loaded dataset2023
Change Healthcarenot reported in the loaded dataset$114,608not reported in the loaded dataset2023
Docustream Incnot reported in the loaded dataset$108,528not reported in the loaded dataset2023
Johnson Service Group, Incnot reported in the loaded dataset$99,029not reported in the loaded dataset2023
Kforce Incnot reported in the loaded dataset$92,032not reported in the loaded dataset2023
Lockton Companies, LLCnot reported in the loaded dataset$90,648not reported in the loaded dataset2023
Ttec Digital, LLCnot reported in the loaded dataset$88,266not reported in the loaded dataset2023
Vms Software Incnot reported in the loaded dataset$83,381not reported in the loaded dataset2023
Tek Systemsnot reported in the loaded dataset$82,874not reported in the loaded dataset2023
Centurylink / Level 3not reported in the loaded dataset$81,697not reported in the loaded dataset2023
Adept Employee Benefits & Ins Servnot reported in the loaded dataset$80,423not reported in the loaded dataset2023
Alchemy Data Centers, LLCnot reported in the loaded dataset$79,972not reported in the loaded dataset2023
Moss Adams Llpnot reported in the loaded dataset$77,648not reported in the loaded dataset2023
Intelli-Technot reported in the loaded dataset$74,016not reported in the loaded dataset2023
Paycom Payroll LLCnot reported in the loaded dataset$73,595not reported in the loaded dataset2023
Kibble & Prentice Holding Companynot reported in the loaded dataset$69,549not reported in the loaded dataset2023
Verus Insurance Services LLCnot reported in the loaded dataset$63,136not reported in the loaded dataset2023
Konica Minoltanot reported in the loaded dataset$56,159not reported in the loaded dataset2023
Rancho Llano Development LLCnot reported in the loaded dataset$52,398not reported in the loaded dataset2023
Optum 360not reported in the loaded dataset$51,553not reported in the loaded dataset2023
Dm Kingnot reported in the loaded dataset$50,751not reported in the loaded dataset2023
Professional Benefits Team Incnot reported in the loaded dataset$50,628not reported in the loaded dataset2023
The Phoenix Staffing, LLCnot reported in the loaded dataset$50,272not reported in the loaded dataset2023
Voltnot reported in the loaded dataset$49,242not reported in the loaded dataset2023
Fair Health Incnot reported in the loaded dataset$45,556not reported in the loaded dataset2023
Randy S Olveiranot reported in the loaded dataset$44,103not reported in the loaded dataset2023
Copperpoint Insurance Conot reported in the loaded dataset$44,058not reported in the loaded dataset2023
Nth Generation Computing Incnot reported in the loaded dataset$40,905not reported in the loaded dataset2023
Toni Anne Dashiellnot reported in the loaded dataset$40,380not reported in the loaded dataset2023
The Erisa Advisory Groupnot reported in the loaded dataset$38,313not reported in the loaded dataset2023
Dawn Us Holdings LLCnot reported in the loaded dataset$36,868not reported in the loaded dataset2023
S&L Internationalnot reported in the loaded dataset$36,639not reported in the loaded dataset2023
Vision Service Plannot reported in the loaded dataset$36,026not reported in the loaded dataset2023
Pcf Insurance Svcs Of The West LLCnot reported in the loaded dataset$34,535not reported in the loaded dataset2023
Happyfox Incnot reported in the loaded dataset$34,525not reported in the loaded dataset2023
Kevin Saltzman Incnot reported in the loaded dataset$34,181not reported in the loaded dataset2023
Yamamoto Insurance & Marketing Svcsnot reported in the loaded dataset$32,451not reported in the loaded dataset2023
Centered Insurance Solutions Incnot reported in the loaded dataset$31,999not reported in the loaded dataset2023
Advizex Technologies, LLCnot reported in the loaded dataset$30,557not reported in the loaded dataset2023
Yuma Insurance Incnot reported in the loaded dataset$30,135not reported in the loaded dataset2023
Centurylink-Level 3not reported in the loaded dataset$29,610not reported in the loaded dataset2023
James B Oliver Companynot reported in the loaded dataset$28,866not reported in the loaded dataset2023
Change Healthcarenot reported in the loaded dataset$27,758not reported in the loaded dataset2023
Southern California Edisonnot reported in the loaded dataset$27,493not reported in the loaded dataset2023
Pitsch Insurance And Investmentsnot reported in the loaded dataset$27,223not reported in the loaded dataset2023
Cdf Labor Law Llpnot reported in the loaded dataset$27,070not reported in the loaded dataset2023
Clarizen Incnot reported in the loaded dataset$26,586not reported in the loaded dataset2023
Lewis Brisbois Bisgaard & Smith Llpnot reported in the loaded dataset$25,938not reported in the loaded dataset2023
Beyondid, Incnot reported in the loaded dataset$25,000not reported in the loaded dataset2023
Christyn Allen Cochrannot reported in the loaded dataset$24,915not reported in the loaded dataset2023
Dibuduo & Defendis Insurance Brokernot reported in the loaded dataset$24,784not reported in the loaded dataset2023
Agility Recovery Solutionsnot reported in the loaded dataset$24,696not reported in the loaded dataset2023
Morris And Garritano Insurancenot reported in the loaded dataset$23,920not reported in the loaded dataset2023
Beneficial Maintenance Servicesnot reported in the loaded dataset$22,996not reported in the loaded dataset2023
Assuredpartners Of Ca Ins Svcs LLCnot reported in the loaded dataset$22,879not reported in the loaded dataset2023
Zixcorpnot reported in the loaded dataset$22,400not reported in the loaded dataset2023
Imagenet LLCnot reported in the loaded dataset$22,351not reported in the loaded dataset2023
Instant Infosystemsnot reported in the loaded dataset$22,232not reported in the loaded dataset2023
At&T Mobilitynot reported in the loaded dataset$21,692not reported in the loaded dataset2023
United Parcel Servicenot reported in the loaded dataset$21,635not reported in the loaded dataset2023
Parsec Groupnot reported in the loaded dataset$21,456not reported in the loaded dataset2023
Cyberguard Compliance Llpnot reported in the loaded dataset$21,420not reported in the loaded dataset2023
Hub International C/O Debra Pickettnot reported in the loaded dataset$20,938not reported in the loaded dataset2023
Thomson Reutersnot reported in the loaded dataset$20,792not reported in the loaded dataset2023
Abd Insurance And Financial Svcsnot reported in the loaded dataset$20,325not reported in the loaded dataset2023
Wynn Las Vegas, LLCnot reported in the loaded dataset$19,918not reported in the loaded dataset2023
Southwest Management Of Arizonanot reported in the loaded dataset$19,881not reported in the loaded dataset2023
The Mcsherry Group LLCnot reported in the loaded dataset$19,827not reported in the loaded dataset2023
Multicardnot reported in the loaded dataset$19,360not reported in the loaded dataset2023
Dell Marketing Lpnot reported in the loaded dataset$19,331not reported in the loaded dataset2023
Principal Banknot reported in the loaded dataset$19,110not reported in the loaded dataset2023
Michael Page Financial Servicesnot reported in the loaded dataset$18,485not reported in the loaded dataset2023
Buck Global LLCnot reported in the loaded dataset$17,309not reported in the loaded dataset2023
Pg&Enot reported in the loaded dataset$17,237not reported in the loaded dataset2023
Bryson Insurance Agency Incnot reported in the loaded dataset$16,095not reported in the loaded dataset2023
Iron Mountainnot reported in the loaded dataset$16,089not reported in the loaded dataset2023
Executive Financial Bene-Facts Incnot reported in the loaded dataset$15,694not reported in the loaded dataset2023
Cox Businessnot reported in the loaded dataset$15,284not reported in the loaded dataset2023
Sonitrol Orange County, LLCnot reported in the loaded dataset$15,191not reported in the loaded dataset2023
Farm Credit Services Southwest Flcanot reported in the loaded dataset$15,048not reported in the loaded dataset2023
Anthem Blue Cross Life & Health Insnot reported in the loaded dataset$13,887not reported in the loaded dataset2023
Centurylinknot reported in the loaded dataset$12,500not reported in the loaded dataset2023
Sand Canyon Business Center LLCnot reported in the loaded dataset$12,432not reported in the loaded dataset2023
Crown Building Maintenancenot reported in the loaded dataset$12,423not reported in the loaded dataset2023
Jams Incnot reported in the loaded dataset$12,350not reported in the loaded dataset2023
Monterey Plaza Hotelnot reported in the loaded dataset$11,988not reported in the loaded dataset2023
County Of Orangenot reported in the loaded dataset$11,759not reported in the loaded dataset2023
Bay And Basin Insurance Svcs LLCnot reported in the loaded dataset$11,493not reported in the loaded dataset2023
Mgm Resorts Internationalnot reported in the loaded dataset$11,221not reported in the loaded dataset2023
Atlassian Pty Ltdnot reported in the loaded dataset$11,050not reported in the loaded dataset2023
Leap Carpenter Kempnot reported in the loaded dataset$10,974not reported in the loaded dataset2023
Zoom Video Communicationsnot reported in the loaded dataset$10,921not reported in the loaded dataset2023
Montoya Group LLCnot reported in the loaded dataset$10,748not reported in the loaded dataset2023
Alkeme Insurance Services, Incnot reported in the loaded dataset$10,324not reported in the loaded dataset2023
Linkedin Corporationnot reported in the loaded dataset$9,853not reported in the loaded dataset2023
Seabury, Copland & Anderson Ins.not reported in the loaded dataset$9,668not reported in the loaded dataset2023
Office Allynot reported in the loaded dataset$9,478not reported in the loaded dataset2023
Wells Fargo Bank, Nanot reported in the loaded dataset$9,410not reported in the loaded dataset2023
Canon Financial Services, Inc.not reported in the loaded dataset$8,900not reported in the loaded dataset2023
Andreini And Companynot reported in the loaded dataset$8,578not reported in the loaded dataset2023
Corral De Tierra Country Clubnot reported in the loaded dataset$8,546not reported in the loaded dataset2023
Ronald G Sterlingnot reported in the loaded dataset$8,058not reported in the loaded dataset2023
Rico Pfitzer Pires Emp Benefits Svcnot reported in the loaded dataset$7,721not reported in the loaded dataset2023
Sherri J Nunesnot reported in the loaded dataset$7,528not reported in the loaded dataset2023
Verizon Wirelessnot reported in the loaded dataset$7,243not reported in the loaded dataset2023
Michael B Kelly Insurance Svcs Incnot reported in the loaded dataset$7,212not reported in the loaded dataset2023
Sg Downtown LLCnot reported in the loaded dataset$7,122not reported in the loaded dataset2023
The Liberty Co Insurance Brokersnot reported in the loaded dataset$7,060not reported in the loaded dataset2023
Multiplan Incnot reported in the loaded dataset$7,026not reported in the loaded dataset2023
Momentum Telecom Incnot reported in the loaded dataset$6,795not reported in the loaded dataset2023
Sap Public Services, Incnot reported in the loaded dataset$6,752not reported in the loaded dataset2023
Nfp Corporate Servicesnot reported in the loaded dataset$6,722not reported in the loaded dataset2023
Stericycle, Incnot reported in the loaded dataset$6,522not reported in the loaded dataset2023
Melissa Anne Hutchensnot reported in the loaded dataset$6,270not reported in the loaded dataset2023
Acc Businessnot reported in the loaded dataset$6,215not reported in the loaded dataset2023
Global Gifting LLCnot reported in the loaded dataset$6,004not reported in the loaded dataset2023
Bmc Software Incnot reported in the loaded dataset$5,980not reported in the loaded dataset2023
Thompson Reutersnot reported in the loaded dataset$5,936not reported in the loaded dataset2023
Crown Castle Fiber LLCnot reported in the loaded dataset$5,902not reported in the loaded dataset2023
Tully Manor Investments LLCnot reported in the loaded dataset$5,898not reported in the loaded dataset2023
Mail Delivery Service Conot reported in the loaded dataset$5,479not reported in the loaded dataset2023
Tom Andersonnot reported in the loaded dataset$5,280not reported in the loaded dataset2023
C&R Cleaning And Repair Svcs LLCnot reported in the loaded dataset$5,200not reported in the loaded dataset2023

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