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Sponsor portfolio

WESTMORELAND CASEMANAGEMENT AND SUPPORTS, INC.

EIN 25-1732657-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$15.7M assets
Welfare
1
$2.3M premiums
Participants
570
134 INDUSTRIAL PARK ROAD, SUITE #1700 - GREENSBURG, PA 15601724-837-1808LinkedIn201-500 employees
Plans on this EIN
3 filings
#001403b-$14.6M - 325 part#002401k-$1.1M - 1 part#501Fully Insured-$2.3M - 334 lives

Retirement portfolio analytics

2 plans aggregated / $15.7M assets / 326 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • INC. EMPLOYEE'S PENSION (#001)93%
  • PROFIT SHARING PLAN (#002)7%
Total $15.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEE'S PENSION (#001)325
  • PROFIT SHARING PLAN (#002)1
Total 326Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 334 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$85K
  • Short-term disability$76K
  • Life$38K
  • Other$38K
  • Long-term disability$26K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UPMC HEALTH OPTIONS89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $20K1 slice

Plan deep-dives

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

WESTMORELAND CASEMANAGEMENT AND SUPPORTS, INC. EMPLOYEE'S PENSION PLAN

403b

Assets$14.6M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WESTMORELAND CASEMANAGEMENT AND SUPPORTS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.1M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTMORELAND CASEMANAGEMENT AND SUPPORTS, INC. WELFARE BENEFIT PLAN

Fully Insured - UPMC HEALTH OPTIONS

Premiums$2.3M
Covered lives334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WESTMORELAND CASEMANAGEMENT AND SUPPORTS, INC. EMPLOYEE'S PENSION PLAN403b$14.6M3252024
002WESTMORELAND CASEMANAGEMENT AND SUPPORTS, INC. 401(K) PROFIT SHARING PLAN401k$1.1M12025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTMORELAND CASEMANAGEMENT AND SUPPORTS, INC. WELFARE BENEFIT PLANFully InsuredUPMC HEALTH OPTIONS$2.3M3342025
Retirement plans
Welfare plans
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