PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Westwood Professional Services, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Westwood Professional Services, Inc.

EIN 41-1617552-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$304.5M assets
Health & Benefits
1
$971K premiums
Participants
4,529
2805 NORTH DALLAS PARKWAY SUITE 150 - PLANO, TX 75093888-937-5150westwoodps.comLinkedIn1001-5000 employeescivil engineering
Plans on this EIN
2 filings
#001401(k)-$304.5M - 2,754 part#508Mixed-$971K - 2,240 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $971K premiums / 2,240 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$825K
  • Life$795K
  • Long-term disability$795K
  • Vision$145K
Total $971K4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WESTWOOD PROFESSIONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$304.5M
Participants2,754
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508

WESTWOOD PROFESSIONAL SERVICES, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$971K
Covered lives2,240
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WESTWOOD PROFESSIONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN401(k)$304.5M2,7542025
  • WESTWOOD PROFESSIONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN$304.5M
    #001 · 401(k) · 20252,754

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#508WESTWOOD PROFESSIONAL SERVICES, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$971K2,2402025
  • WESTWOOD PROFESSIONAL SERVICES, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN$971K
    #508 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 20252,240
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica