Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$342K
- Short-term disability$342K
- Long-term disability$342K
- Other$342K
- Dental$262K
Filings through .
Top hat
Westdale Asset Management, Ltd
EIN 75-2680425real estateLatest filing 2025
Plans
3
Retirement
1
$34.0M assets
Health & Benefits
2
$604K premiums
Participants
2,446
2550 PACIFIC AVENUE, SUITE 1600 - DALLAS, TX 75226214-515-7000westdale.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $604K premiums / 1,516 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WESTDALE ASSET MANAGEMENT, LTD 401(K) PLAN
401(k)
Assets$34.0M
Participants930
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
WESTDALE WELFARE BENEFIT PLAN NO. 502 DISABILITY, ACCIDENTAL DEATH & LIFE
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$342K
Covered lives915
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
WESTDALE WELFARE BENEFIT PLAN MEDICAL AND DENTAL
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$262K
Covered lives601
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WESTDALE ASSET MANAGEMENT, LTD 401(K) PLAN | 401(k) | $34.0M | 930 | 2025 |
- #001 · 401(k) · 2025930
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | WESTDALE WELFARE BENEFIT PLAN NO. 502 DISABILITY, ACCIDENTAL DEATH & LIFE | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $342K | 915 | 2025 |
| #503 | WESTDALE WELFARE BENEFIT PLAN MEDICAL AND DENTAL | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $262K | 601 | 2025 |
- #502 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025915
- #503 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025601
Retirement plans
Health & Benefits plans