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Sponsor portfolio

WESTMINSTER SERVICES

EIN 59-0931267-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$12.9M premiums
Participants
3,589
80 WEST LUCERNE CIRCLE - ORLANDO, FL 32801407-839-5050LinkedIn51-200 employeescivic & social organization
Plans on this EIN
2 filings
#001ProfitSharing-$12.5M - 1,699 part#501Fully Insured-$12.9M - 2,063 lives

Benefits portfolio analytics

1 plan / $12.9M premiums / 2,063 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.1M
  • Prescription drug$10.1M
  • Other$2.8M
  • Dental$2.7M
  • Vision$2.7M
  • Life$2.7M
  • +2 more
Total $12.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • BLUE CROSS OF CALIFORNIA66%
  • METROPOLITAN LIFE INSURANCE COMPANY21%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY12%
  • CHARLES NECHTEM ASSOCIATES, INC.0%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
  • +1 more
Total $12.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • LOCKTON COMPANIES, LLC92%
  • PLANSOURCE BENEFITS ADMINISTRATION5%
  • BROOKE RUNNION4%
Total $416K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WESTMINSTER SERVICES, INC. RETIREMENT PLAN

ProfitSharing

Assets$12.5M
Participants1,699
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTMINSTER SERVICES, INC. HEALTH PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$12.9M
Covered lives2,063
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTMINSTER SERVICES, INC. RETIREMENT PLANProfitSharing$12.5M1,6992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTMINSTER SERVICES, INC. HEALTH PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$12.9M2,0632025
Retirement plans
Welfare plans
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