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Sponsor portfolio

WESTWOOD PROFESSIONAL SERVICES, INC

EIN 41-1617552-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$200.9M assets
Welfare
1
$971K premiums
Participants
3,827
2901 DALLAS PARKWAY, SUITE 400 - PLANO, TX 75093952-937-5150westwoodps.comLinkedIn1001-5000 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$200.9M - 2,052 part#508Mixed-$971K - 2,240 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA82%
  • EYEMED VISION CARE15%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
Total $971K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $132K1 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

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

401k

Assets$200.9M
Participants2,052
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

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

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$971K
Covered lives2,240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTWOOD PROFESSIONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$200.9M2,0522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508WESTWOOD PROFESSIONAL SERVICES, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$971K2,2402025
Retirement plans
Welfare plans
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