Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$76K
- Vision$76K
- Life$76K
- Short-term disability$76K
- Long-term disability$76K
- Other$76K
Sponsor portfolioTH
WESTPHAL & COMPANY, INC.
EIN 39-0857582constructionLatest filing 2025
Plans
2
Retirement
1
$17.6M assets
Welfare
1
$76K premiums
Participants
244
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $76K premiums / 124 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
74%top
- JOSTEN FINANCIAL LTD74%
- BOON CHAPMAN BENEFIT ADMINISTRATORS26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WESTPHAL & COMPANY, INC. PROFIT SHARING PLAN
401k
Assets$17.6M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
WESTPHAL & COMPANY, INC. GROUP BENEFITS WRAP PLAN
Fully Insured - EQUITABLE
Premiums$76K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESTPHAL & COMPANY, INC. PROFIT SHARING PLAN | 401k | $17.6M | 120 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | WESTPHAL & COMPANY, INC. GROUP BENEFITS WRAP PLAN | Fully Insured | EQUITABLE | $76K | 124 | 2025 |
Retirement plans
Welfare plans