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Sponsor portfolioTH

WESTDALE ASSET MANAGEMENT, LTD

EIN 75-2680425-real estate-Latest filing 2024
Plans
3
Retirement
1
$28.8M assets
Welfare
2
$686K premiums
Participants
2,385
2550 PACIFIC AVENUE, SUITE 1600 - DALLAS, TX 75226214-515-7000westdale.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
3 filings
#001401k-$28.8M - 901 part#502Fully Insured-$436K - 885 lives#503Mixed-$250K - 585 lives

Benefits portfolio analytics

2 plans / $686K premiums / 1,470 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$436K
  • Short-term disability$436K
  • Long-term disability$436K
  • Other$436K
  • Dental$250K
Total $686K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY64%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY36%
Total $686K2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • HOLMES MURPHY & ASSOCIATES86%
  • AVANT SPECIALTY BENEFITS LLC14%
Total $61K2 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

WESTDALE ASSET MANAGEMENT, LTD 401(K) PLAN

401k

Assets$28.8M
Participants901
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WESTDALE WELFARE BENEFIT PLAN NO. 502 DISABILITY, ACCIDENTAL DEATH & LIFE

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$436K
Covered lives885
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WESTDALE WELFARE BENEFIT PLAN MEDICAL AND DENTAL

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$250K
Covered lives585
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTDALE ASSET MANAGEMENT, LTD 401(K) PLAN401k$28.8M9012024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WESTDALE WELFARE BENEFIT PLAN NO. 502 DISABILITY, ACCIDENTAL DEATH & LIFEFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$436K8852024
503WESTDALE WELFARE BENEFIT PLAN MEDICAL AND DENTALMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$250K5852024
Retirement plans
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