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Sponsor portfolio

WESTERN LAND SERVICES INC

EIN 38-2949876-oil & energy-Latest filing 2025
Plans
4
Retirement
2
$36.1M assets
Welfare
2
$2.5M premiums
Participants
1,271
1100 CONRAD INDUSTRIAL DR - LUDINGTON, MI 494312679231-843-8878westernls.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
4 filings
#002ESOP-$19.9M - 256 part#001401k-$16.2M - 382 part#501Fully Insured-$2.3M - 340 lives#502Fully Insured-$232K - 293 lives

Retirement portfolio analytics

2 plans aggregated / $36.1M assets / 638 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • EMPLOYEE STOCK OWNERSHIP (#002)55%
  • 401(K) RETIREMENT Savings (#001)45%
Total $36.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)382
  • EMPLOYEE STOCK OWNERSHIP (#002)256
Total 638Click row to drill in

Benefits portfolio analytics

2 plans / $2.5M premiums / 633 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$104K
  • Short-term disability$100K
  • Life$62K
  • Long-term disability$32K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • DELTA DENTAL OF CALIFORNIA4%
  • VISION SERVICE PLAN1%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • DAVID GAINOR75%
  • LENZ & ASSOCIATES INC23%
  • MICHIGAN CHAMBER SERVICES, INC.2%
Total $87K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WESTERN LAND SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$19.9M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WESTERN LAND SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$16.2M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN LAND SERVICES INC HEALTH BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$2.3M
Covered lives340
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WESTERN LAND SERVICES INC WELFARE PLAN

Fully Insured - DELTA DENTAL OF MICHIGAN

Premiums$232K
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WESTERN LAND SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$19.9M2562024
001WESTERN LAND SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN401k$16.2M3822024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN LAND SERVICES INC HEALTH BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$2.3M3402025
502WESTERN LAND SERVICES INC WELFARE PLANFully InsuredDELTA DENTAL OF MICHIGAN$232K2932025
Retirement plans
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