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Sponsor portfolio

WESTBROOK SERVICE CORPORATION

EIN 59-2924166-construction-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$626K premiums
Participants
505
1411 SOUTH ORANGE BLOSSOM TRAIL - ORLANDO, FL 32805407-841-3310westbrookfl.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$6.0M - 296 part#501Fully Insured-$626K - 306 lives

Benefits portfolio analytics

1 plan / $626K premiums / 306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$389K
  • Stop-loss$389K
  • Vision$179K
  • Life$179K
  • Short-term disability$179K
  • Long-term disability$179K
  • +1 more
Total $626K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • QBE INSURANCE62%
  • PRINCIPAL LIFE INSURANCE COMPANY29%
  • SUN LIFE ASSURANCE COMPANY OF CANADA9%
Total $626K3 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • AGAPE BENEFITS CONSULTING LLC43%
  • PREFERRED BENEFIT ADMINISTRATORS40%
  • ROBERT SAMUEL PHILLIPS16%
Total $120K3 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

WESTBROOK SERVICE CORPORATION SAVINGS PLAN

401k

Assets$6.0M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTBROOK SERVICE CORPORATION FLEXIBLE BENEFITS PLAN

Fully Insured - QBE INSURANCE CORPORATION

Premiums$626K
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTBROOK SERVICE CORPORATION SAVINGS PLAN401k$6.0M2962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTBROOK SERVICE CORPORATION FLEXIBLE BENEFITS PLANFully InsuredQBE INSURANCE CORPORATION$626K3062025
Retirement plans
Welfare plans
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