Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$65K
- Life$47K
- Other$47K
- Long-term disability$30K
Sponsor portfolio
LULA-WESTFIELD, L.L.C.
EIN 72-1353056law enforcementLatest filing 2025
Plans
5
Retirement
1
$15.4M assets
Welfare
4
$141K premiums
Participants
578
Benefits portfolio analytics
4 plans / $141K premiums / 416 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
58%top
- GALLAGHER BENEFIT SERVICES, INC.58%
- AXA ASSISTANCE, USA25%
- SOUTHERN NATIONAL LIFE INSURANCE CO18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LULA-WESTFIELD, L.L.C. SAVINGS PLAN
401k
Assets$15.4M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SHORT TERM DISABILITY
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$65K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
VOLUNTEER LIFE PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$39K
Covered lives57
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
LONG TERM DISABILITY
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$30K
Covered lives77
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
GROUP LIFE
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$8K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LULA-WESTFIELD, L.L.C. SAVINGS PLAN | 401k | $15.4M | 162 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SHORT TERM DISABILITY | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $65K | 143 | 2025 | |
| 503 | VOLUNTEER LIFE PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $39K | 57 | 2025 | |
| 501 | LONG TERM DISABILITY | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $30K | 77 | 2025 | |
| 506 | GROUP LIFE | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $8K | 139 | 2025 |
Retirement plans
Welfare plans