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  2. WESTMONT LIVING, INC.
Sponsor portfolio

WESTMONT LIVING, INC.

EIN 26-2513782-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$11.7M assets
Welfare
1
$3.7M premiums
Participants
2,175
3636 NOBEL DR., SUITE 330 - SAN DIEGO, CA 92122858-729-6732westmontliving.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$11.7M - 1,296 part#501Fully Insured-$3.7M - 878 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 878 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Dental$355K
  • Vision$355K
  • Life$355K
  • Other$355K
Total $3.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • AETNA LIFE INSURANCE COMPANY59%
  • KAISER FOUNDATION HEALTH PLAN INC31%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $200K1 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

WESTMONT LIVING 401(K) PLAN

401k

Assets$11.7M
Participants1,296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTMONT LIVING, INC. HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$3.7M
Covered lives878
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTMONT LIVING 401(K) PLAN401k$11.7M1,2962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTMONT LIVING, INC. HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO.$3.7M8782025
Retirement plans
Welfare plans
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