Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$456K
- Life$439K
- Long-term disability$116K
- Vision$73K
- Short-term disability$59K
Sponsor portfolioTH
THE WESTERVELT COMPANY
EIN 63-1158654paper & forest productsLatest filing 2024
Plans
2
Retirement
1
$136.6M assets
Welfare
1
$704K premiums
Participants
1,705
1400 JACK WARNER PARKWAY NE, P.O. BOX 4899 - TUSCALOOSA, AL 354048999205-562-5000westervelt.comLinkedIn501-1000 employeespaper & forest products
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $704K premiums / 802 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
- VISION SERVICE PLAN10%
Broker market share
Schedule A broker compensation
100%top
- VALENT GROUP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN
401k
Assets$136.6M
Participants893
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WESTERVELT COMPANY WELFARE BENEFIT PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$704K
Covered lives802
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN | 401k | $136.6M | 893 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WESTERVELT COMPANY WELFARE BENEFIT PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $704K | 802 | 2024 |
Retirement plans
Welfare plans