PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WEST POINT UNDERWRITERS, LLC
Sponsor portfolio

WEST POINT UNDERWRITERS, LLC

EIN 52-2226315-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$196K premiums
Participants
199
7785 66TH STREET - PINELLAS PARK, FL 33781727-507-7565LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$7.3M - 90 part#501Mixed-$196K - 109 lives

Benefits portfolio analytics

1 plan / $196K premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$196K
  • Dental$110K
  • Vision$110K
  • Life$85K
  • Short-term disability$85K
  • Long-term disability$85K
Total $196K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $196K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $31K1 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

WEST POINT UNDERWRITERS 401(K) PLAN

401k

Assets$7.3M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEST POINT UNDERWRITERS, LLC WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$196K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEST POINT UNDERWRITERS 401(K) PLAN401k$7.3M902025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEST POINT UNDERWRITERS, LLC WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$196K1092024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica