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Sponsor portfolioTH

WESTHAB, INC.

EIN 06-1064281-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$9.4M premiums
Participants
2,106
8 BASHFORD ST - YONKERS, NY 107012743914-345-2800westhab.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001ProfitSharing-$10.7M - 783 part#502Fully Insured-$9.4M - 1,323 lives

Benefits portfolio analytics

1 plan / $9.4M premiums / 1,323 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.4M
  • Short-term disability$373K
  • Dental$290K
  • Other$263K
  • Life$239K
  • Long-term disability$239K
  • +1 more
Total $9.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $9.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • ROBERT H PETROCELLI91%
  • PROFESSIONAL GROUP PLANS INC9%
Total $434K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WESTHAB, INC. RETIREMENT PLAN

ProfitSharing

Assets$10.7M
Participants783
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WESTHAB, INC WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$9.4M
Covered lives1,323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTHAB, INC. RETIREMENT PLANProfitSharing$10.7M7832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WESTHAB, INC WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$9.4M1,3232025
Retirement plans
Welfare plans
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