Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Health$1.1M
- Prescription drug$1.1M
- Dental$149K
- Vision$149K
- Life$104K
- +1 more
Sponsor portfolio
WESTLIE MOTOR COMPANY
EIN 45-0219811automotiveLatest filing 2025
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$1.3M premiums
Participants
387
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 207 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- SANFORD HEALTH PLAN85%
- STARMOUNT LIFE INSURANCE COMPANY7%
- AFLAC5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
69%top
- PINNACLE EMPLOYEE BENEFITS LLC69%
- GIS BENEFITS INC17%
- CASSANDRA LOARD7%
- CYNTHIA D WELKEN-PLACE2%
- LEANNE R PETERSON2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WESTLIE MOTOR COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$14.0M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WESTLIE MOTOR COMPANY HEALTH AND WELFARE PLAN
Fully Insured - SANFORD HEALTH PLAN
Premiums$1.3M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESTLIE MOTOR COMPANY 401(K) PROFIT SHARING PLAN | 401k | $14.0M | 212 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTLIE MOTOR COMPANY HEALTH AND WELFARE PLAN | Fully Insured | SANFORD HEALTH PLAN | $1.3M | 207 | 2025 |
Retirement plans
Welfare plans