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  2. WESTBROOK HEALTH SERVICES, INC
Sponsor portfolio

WESTBROOK HEALTH SERVICES, INC

EIN 55-0484662-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$16.2M assets
Welfare
1
$495K premiums
Participants
1,353
404 MARKET STREET - PARKERSBURG, WV 261013803304-485-1721LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$8.3M - 452 part#002401k-$7.9M - 543 part#501Mixed-$495K - 358 lives

Retirement portfolio analytics

2 plans aggregated / $16.2M assets / 995 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • HEALTH SERVICES, INC. (#001)51%
  • HEALTH SERVICES, INC. (#002)49%
Total $16.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH SERVICES, INC. (#002)543
  • HEALTH SERVICES, INC. (#001)452
Total 995Click row to drill in

Benefits portfolio analytics

1 plan / $495K premiums / 358 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$155K
  • Short-term disability$145K
  • Other$126K
  • Life$77K
  • Long-term disability$74K
  • Vision$37K
Total $536K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $536K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $98K1 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

EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC.

401k

Assets$8.3M
Participants452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

403(B) THRIFT PLAN FOR EMPLOYEES OF WESTBROOK HEALTH SERVICES, INC.

401k

Assets$7.9M
Participants543
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTBROOK HEALTH SERVICES HEALTH & WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$495K
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EMPLOYEE BENEFIT PLAN OF WESTBROOK HEALTH SERVICES, INC.401k$8.3M4522024
002403(B) THRIFT PLAN FOR EMPLOYEES OF WESTBROOK HEALTH SERVICES, INC.401k$7.9M5432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTBROOK HEALTH SERVICES HEALTH & WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$495K3582025
Retirement plans
Welfare plans
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