2023 Form 5500 filing — Western Growers Assurance Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250602104017NAL0006488595001) for Western Growers Assurance Trust, reported by Western Growers Assurance Trust under EIN 95-2500201 and plan number 501. It reports 19,650 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250602104017NAL0006488595001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Western Growers Assurance Trust
- EIN
- 95-2500201
- Plan number
- 501
- Location
- Irvine, CA
- Participants
- 19,650
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,619,031
- Total liabilities (EOY)
- $48,174,959
- Net assets (EOY)
- $89,444,072
- Employer contributions
- $191,681,415
- Total income / additions
- $204,944,659
- Benefits paid
- $151,831,189
- Administrative expenses
- $33,877,219
- Total expenses
- $185,708,408
- Net increase / (decrease)
- $19,236,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Western Growers Insurance Services | AFFILIATE | $8,075,113 | not reported in the loaded dataset |
| Western Growers Service Corporation | AFFILIATE | $3,424,202 | not reported in the loaded dataset |
| Pinnacle Operating Account | AFFILIATE | $2,601,282 | not reported in the loaded dataset |
| Anthem Blue Cross Of California | not reported in the loaded dataset | $2,273,098 | not reported in the loaded dataset |
| Rightway Healthcare, Inc | not reported in the loaded dataset | $683,085 | not reported in the loaded dataset |
| Alliant Insurance Services Inc | not reported in the loaded dataset | $503,584 | not reported in the loaded dataset |
| Western Growers Financial Services | AFFILIATE | $483,799 | $13,110 |
| Relation Insurance Services, Inc | not reported in the loaded dataset | $451,575 | not reported in the loaded dataset |
| Barkley, An Alera Insurance Agency | not reported in the loaded dataset | $396,164 | not reported in the loaded dataset |
| Preferred Medical Marketing Corp | not reported in the loaded dataset | $313,746 | not reported in the loaded dataset |
| The Irvine Co/Discoveryviii-Ix | not reported in the loaded dataset | $313,641 | not reported in the loaded dataset |
| James G Parker | not reported in the loaded dataset | $293,827 | not reported in the loaded dataset |
| First Health | not reported in the loaded dataset | $266,927 | not reported in the loaded dataset |
| Marsh Usa Inc | not reported in the loaded dataset | $266,511 | not reported in the loaded dataset |
| Traffik, LLC | not reported in the loaded dataset | $232,813 | not reported in the loaded dataset |
| Hub International/Der Manouel Ins | not reported in the loaded dataset | $222,653 | not reported in the loaded dataset |
| Blair Carlisle | not reported in the loaded dataset | $209,071 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Az | not reported in the loaded dataset | $193,156 | not reported in the loaded dataset |
| Winton Ireland Insurance Agency | not reported in the loaded dataset | $191,651 | not reported in the loaded dataset |
| Palms-Fs, LLC | not reported in the loaded dataset | $187,724 | not reported in the loaded dataset |
| Gallagher Benefit Services Inc | not reported in the loaded dataset | $187,315 | not reported in the loaded dataset |
| Mcclements Insurance Services, LLC | not reported in the loaded dataset | $184,298 | not reported in the loaded dataset |
| Considine & Associates Inc | not reported in the loaded dataset | $166,455 | not reported in the loaded dataset |
| Deerwalk Inc | not reported in the loaded dataset | $141,756 | not reported in the loaded dataset |
| Medecision Inc | not reported in the loaded dataset | $141,155 | not reported in the loaded dataset |
| Usi Insurance Services LLC | not reported in the loaded dataset | $139,990 | not reported in the loaded dataset |
| Relation Insurance Services Of Ca | not reported in the loaded dataset | $138,604 | not reported in the loaded dataset |
| Microsoft Corp | not reported in the loaded dataset | $132,879 | not reported in the loaded dataset |
| Western Growers | AFFILIATE | $115,503 | not reported in the loaded dataset |
| Change Healthcare | not reported in the loaded dataset | $114,608 | not reported in the loaded dataset |
| Docustream Inc | not reported in the loaded dataset | $108,528 | not reported in the loaded dataset |
| Johnson Service Group, Inc | not reported in the loaded dataset | $99,029 | not reported in the loaded dataset |
| Kforce Inc | not reported in the loaded dataset | $92,032 | not reported in the loaded dataset |
| Lockton Companies, LLC | not reported in the loaded dataset | $90,648 | not reported in the loaded dataset |
| Ttec Digital, LLC | not reported in the loaded dataset | $88,266 | not reported in the loaded dataset |
| Vms Software Inc | not reported in the loaded dataset | $83,381 | not reported in the loaded dataset |
| Tek Systems | not reported in the loaded dataset | $82,874 | not reported in the loaded dataset |
| Centurylink / Level 3 | not reported in the loaded dataset | $81,697 | not reported in the loaded dataset |
| Adept Employee Benefits & Ins Serv | not reported in the loaded dataset | $80,423 | not reported in the loaded dataset |
| Alchemy Data Centers, LLC | not reported in the loaded dataset | $79,972 | not reported in the loaded dataset |
| Moss Adams Llp | not reported in the loaded dataset | $77,648 | not reported in the loaded dataset |
| Intelli-Tech | not reported in the loaded dataset | $74,016 | not reported in the loaded dataset |
| Paycom Payroll LLC | not reported in the loaded dataset | $73,595 | not reported in the loaded dataset |
| Kibble & Prentice Holding Company | not reported in the loaded dataset | $69,549 | not reported in the loaded dataset |
| Verus Insurance Services LLC | not reported in the loaded dataset | $63,136 | not reported in the loaded dataset |
| Konica Minolta | not reported in the loaded dataset | $56,159 | not reported in the loaded dataset |
| Rancho Llano Development LLC | not reported in the loaded dataset | $52,398 | not reported in the loaded dataset |
| Optum 360 | not reported in the loaded dataset | $51,553 | not reported in the loaded dataset |
| Dm King | not reported in the loaded dataset | $50,751 | not reported in the loaded dataset |
| Professional Benefits Team Inc | not reported in the loaded dataset | $50,628 | not reported in the loaded dataset |
| The Phoenix Staffing, LLC | not reported in the loaded dataset | $50,272 | not reported in the loaded dataset |
| Volt | not reported in the loaded dataset | $49,242 | not reported in the loaded dataset |
| Fair Health Inc | not reported in the loaded dataset | $45,556 | not reported in the loaded dataset |
| Randy S Olveira | not reported in the loaded dataset | $44,103 | not reported in the loaded dataset |
| Copperpoint Insurance Co | not reported in the loaded dataset | $44,058 | not reported in the loaded dataset |
| Nth Generation Computing Inc | not reported in the loaded dataset | $40,905 | not reported in the loaded dataset |
| Toni Anne Dashiell | not reported in the loaded dataset | $40,380 | not reported in the loaded dataset |
| The Erisa Advisory Group | not reported in the loaded dataset | $38,313 | not reported in the loaded dataset |
| Dawn Us Holdings LLC | not reported in the loaded dataset | $36,868 | not reported in the loaded dataset |
| S&L International | not reported in the loaded dataset | $36,639 | not reported in the loaded dataset |
| Vision Service Plan | not reported in the loaded dataset | $36,026 | not reported in the loaded dataset |
| Pcf Insurance Svcs Of The West LLC | not reported in the loaded dataset | $34,535 | not reported in the loaded dataset |
| Happyfox Inc | not reported in the loaded dataset | $34,525 | not reported in the loaded dataset |
| Kevin Saltzman Inc | not reported in the loaded dataset | $34,181 | not reported in the loaded dataset |
| Yamamoto Insurance & Marketing Svcs | not reported in the loaded dataset | $32,451 | not reported in the loaded dataset |
| Centered Insurance Solutions Inc | not reported in the loaded dataset | $31,999 | not reported in the loaded dataset |
| Advizex Technologies, LLC | not reported in the loaded dataset | $30,557 | not reported in the loaded dataset |
| Yuma Insurance Inc | not reported in the loaded dataset | $30,135 | not reported in the loaded dataset |
| Centurylink-Level 3 | not reported in the loaded dataset | $29,610 | not reported in the loaded dataset |
| James B Oliver Company | not reported in the loaded dataset | $28,866 | not reported in the loaded dataset |
| Change Healthcare | not reported in the loaded dataset | $27,758 | not reported in the loaded dataset |
| Southern California Edison | not reported in the loaded dataset | $27,493 | not reported in the loaded dataset |
| Pitsch Insurance And Investments | not reported in the loaded dataset | $27,223 | not reported in the loaded dataset |
| Cdf Labor Law Llp | not reported in the loaded dataset | $27,070 | not reported in the loaded dataset |
| Clarizen Inc | not reported in the loaded dataset | $26,586 | not reported in the loaded dataset |
| Lewis Brisbois Bisgaard & Smith Llp | not reported in the loaded dataset | $25,938 | not reported in the loaded dataset |
| Beyondid, Inc | not reported in the loaded dataset | $25,000 | not reported in the loaded dataset |
| Christyn Allen Cochran | not reported in the loaded dataset | $24,915 | not reported in the loaded dataset |
| Dibuduo & Defendis Insurance Broker | not reported in the loaded dataset | $24,784 | not reported in the loaded dataset |
| Agility Recovery Solutions | not reported in the loaded dataset | $24,696 | not reported in the loaded dataset |
| Morris And Garritano Insurance | not reported in the loaded dataset | $23,920 | not reported in the loaded dataset |
| Beneficial Maintenance Services | not reported in the loaded dataset | $22,996 | not reported in the loaded dataset |
| Assuredpartners Of Ca Ins Svcs LLC | not reported in the loaded dataset | $22,879 | not reported in the loaded dataset |
| Zixcorp | not reported in the loaded dataset | $22,400 | not reported in the loaded dataset |
| Imagenet LLC | not reported in the loaded dataset | $22,351 | not reported in the loaded dataset |
| Instant Infosystems | not reported in the loaded dataset | $22,232 | not reported in the loaded dataset |
| At&T Mobility | not reported in the loaded dataset | $21,692 | not reported in the loaded dataset |
| United Parcel Service | not reported in the loaded dataset | $21,635 | not reported in the loaded dataset |
| Parsec Group | not reported in the loaded dataset | $21,456 | not reported in the loaded dataset |
| Cyberguard Compliance Llp | not reported in the loaded dataset | $21,420 | not reported in the loaded dataset |
| Hub International C/O Debra Pickett | not reported in the loaded dataset | $20,938 | not reported in the loaded dataset |
| Thomson Reuters | not reported in the loaded dataset | $20,792 | not reported in the loaded dataset |
| Abd Insurance And Financial Svcs | not reported in the loaded dataset | $20,325 | not reported in the loaded dataset |
| Wynn Las Vegas, LLC | not reported in the loaded dataset | $19,918 | not reported in the loaded dataset |
| Southwest Management Of Arizona | not reported in the loaded dataset | $19,881 | not reported in the loaded dataset |
| The Mcsherry Group LLC | not reported in the loaded dataset | $19,827 | not reported in the loaded dataset |
| Multicard | not reported in the loaded dataset | $19,360 | not reported in the loaded dataset |
| Dell Marketing Lp | not reported in the loaded dataset | $19,331 | not reported in the loaded dataset |
| Principal Bank | not reported in the loaded dataset | $19,110 | not reported in the loaded dataset |
| Michael Page Financial Services | not reported in the loaded dataset | $18,485 | not reported in the loaded dataset |
| Buck Global LLC | not reported in the loaded dataset | $17,309 | not reported in the loaded dataset |
| Pg&E | not reported in the loaded dataset | $17,237 | not reported in the loaded dataset |
| Bryson Insurance Agency Inc | not reported in the loaded dataset | $16,095 | not reported in the loaded dataset |
| Iron Mountain | not reported in the loaded dataset | $16,089 | not reported in the loaded dataset |
| Executive Financial Bene-Facts Inc | not reported in the loaded dataset | $15,694 | not reported in the loaded dataset |
| Cox Business | not reported in the loaded dataset | $15,284 | not reported in the loaded dataset |
| Sonitrol Orange County, LLC | not reported in the loaded dataset | $15,191 | not reported in the loaded dataset |
| Farm Credit Services Southwest Flca | not reported in the loaded dataset | $15,048 | not reported in the loaded dataset |
| Anthem Blue Cross Life & Health Ins | not reported in the loaded dataset | $13,887 | not reported in the loaded dataset |
| Centurylink | not reported in the loaded dataset | $12,500 | not reported in the loaded dataset |
| Sand Canyon Business Center LLC | not reported in the loaded dataset | $12,432 | not reported in the loaded dataset |
| Crown Building Maintenance | not reported in the loaded dataset | $12,423 | not reported in the loaded dataset |
| Jams Inc | not reported in the loaded dataset | $12,350 | not reported in the loaded dataset |
| Monterey Plaza Hotel | not reported in the loaded dataset | $11,988 | not reported in the loaded dataset |
| County Of Orange | not reported in the loaded dataset | $11,759 | not reported in the loaded dataset |
| Bay And Basin Insurance Svcs LLC | not reported in the loaded dataset | $11,493 | not reported in the loaded dataset |
| Mgm Resorts International | not reported in the loaded dataset | $11,221 | not reported in the loaded dataset |
| Atlassian Pty Ltd | not reported in the loaded dataset | $11,050 | not reported in the loaded dataset |
| Leap Carpenter Kemp | not reported in the loaded dataset | $10,974 | not reported in the loaded dataset |
| Zoom Video Communications | not reported in the loaded dataset | $10,921 | not reported in the loaded dataset |
| Montoya Group LLC | not reported in the loaded dataset | $10,748 | not reported in the loaded dataset |
| Alkeme Insurance Services, Inc | not reported in the loaded dataset | $10,324 | not reported in the loaded dataset |
| Linkedin Corporation | not reported in the loaded dataset | $9,853 | not reported in the loaded dataset |
| Seabury, Copland & Anderson Ins. | not reported in the loaded dataset | $9,668 | not reported in the loaded dataset |
| Office Ally | not reported in the loaded dataset | $9,478 | not reported in the loaded dataset |
| Wells Fargo Bank, Na | not reported in the loaded dataset | $9,410 | not reported in the loaded dataset |
| Canon Financial Services, Inc. | not reported in the loaded dataset | $8,900 | not reported in the loaded dataset |
| Andreini And Company | not reported in the loaded dataset | $8,578 | not reported in the loaded dataset |
| Corral De Tierra Country Club | not reported in the loaded dataset | $8,546 | not reported in the loaded dataset |
| Ronald G Sterling | not reported in the loaded dataset | $8,058 | not reported in the loaded dataset |
| Rico Pfitzer Pires Emp Benefits Svc | not reported in the loaded dataset | $7,721 | not reported in the loaded dataset |
| Sherri J Nunes | not reported in the loaded dataset | $7,528 | not reported in the loaded dataset |
| Verizon Wireless | not reported in the loaded dataset | $7,243 | not reported in the loaded dataset |
| Michael B Kelly Insurance Svcs Inc | not reported in the loaded dataset | $7,212 | not reported in the loaded dataset |
| Sg Downtown LLC | not reported in the loaded dataset | $7,122 | not reported in the loaded dataset |
| The Liberty Co Insurance Brokers | not reported in the loaded dataset | $7,060 | not reported in the loaded dataset |
| Multiplan Inc | not reported in the loaded dataset | $7,026 | not reported in the loaded dataset |
| Momentum Telecom Inc | not reported in the loaded dataset | $6,795 | not reported in the loaded dataset |
| Sap Public Services, Inc | not reported in the loaded dataset | $6,752 | not reported in the loaded dataset |
| Nfp Corporate Services | not reported in the loaded dataset | $6,722 | not reported in the loaded dataset |
| Stericycle, Inc | not reported in the loaded dataset | $6,522 | not reported in the loaded dataset |
| Melissa Anne Hutchens | not reported in the loaded dataset | $6,270 | not reported in the loaded dataset |
| Acc Business | not reported in the loaded dataset | $6,215 | not reported in the loaded dataset |
| Global Gifting LLC | not reported in the loaded dataset | $6,004 | not reported in the loaded dataset |
| Bmc Software Inc | not reported in the loaded dataset | $5,980 | not reported in the loaded dataset |
| Thompson Reuters | not reported in the loaded dataset | $5,936 | not reported in the loaded dataset |
| Crown Castle Fiber LLC | not reported in the loaded dataset | $5,902 | not reported in the loaded dataset |
| Tully Manor Investments LLC | not reported in the loaded dataset | $5,898 | not reported in the loaded dataset |
| Mail Delivery Service Co | not reported in the loaded dataset | $5,479 | not reported in the loaded dataset |
| Tom Anderson | not reported in the loaded dataset | $5,280 | not reported in the loaded dataset |
| C&R Cleaning And Repair Svcs LLC | not reported in the loaded dataset | $5,200 | not reported in the loaded dataset |