Warner Pacific Insurance Services Inc.

Westlake Village, CA Finance & insuranceNAICS 524210

Self-funded health planPlan year 2025Renews January
522Participants+58% vs. prior year
$1.2MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#22 of 22Finance & insurance in CABy participants

Overview

Warner Pacific Insurance Services Inc. sponsors a self-funded health plan that covered 522 participants in plan year 2025, up 58% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
522 · prior year 330
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Warner Pacific Insurance Services Inc. Health and Welfare Plan, plan 502 (522 participants)
Broker compensation
$129K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityOther welfare benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Unum Life Insurance Company of AmericaLife, Short-term disability, Long-term disability582$1.0M$103K
Colonial Life & Accident Insurance CompanyLife, Short-term disability93$152K$19K
Vision Service PlanVision551$101K$7K
Unum Insurance CompanyShort-term disability33$27K—

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$1.2M/ year

Estimated prescription spend: 522 participants × $2,371 national average per member. Usually higher once dependents are counted.

$32K–$79K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$9K–$24K
Lower-cost therapeutic alternatives$14K–$29K
Generic pricing vs. actual cost$6K–$18K
PBM contract terms$3K–$9K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Warner Pacific Insurance Services Inc.
Sponsor EIN
95-3959252
Plan number
502
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 95-3959252 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Warner Pacific Insurance Services, Inc. Retirement Plan
Type
401(k) plan
Participants
715

About this data

Source: Warner Pacific Insurance Services Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Warner Pacific Insurance Services Inc..

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