Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESTLAKE MANAGEMENT SERVICES, INC.
EIN 76-0321065chemicalsLatest filing 2024
Plans
5
Retirement
2
$2.44B assets
Welfare
3
$12.4M premiums
Participants
31,055
2801 POST OAK BLVD., 6TH FLOOR - HOUSTON, TX 770566136713-960-9111LinkedIn1001-5000 employeeschemicals
Retirement portfolio analytics
2 plans aggregated / $2.44B assets / 17,465 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
83%top
- THE VANGUARD GROUP, INC.83%
- (Not disclosed)17%
Participants by plan
Active + retired + deferred vested
- WESTLAKE Savings (#004)14,231
Benefits portfolio analytics
3 plans / $12.4M premiums / 10,420 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$7.2M
- Life$6.5M
- Long-term disability$3.8M
- Vision$1.4M
Carrier market share
Premium dollars by Schedule A carrier
58%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA58%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY31%
- VISION SERVICE PLAN11%
Broker market share
Schedule A broker compensation
61%top
- STRATEGIC EMPLOYEE BENEFIT SERVICES61%
- MARSH & MCLENNAN AGENCY LLC39%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
WESTLAKE SAVINGS PLAN
401k
Assets$2.02B
Participants14,231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WESTLAKE DEFINED BENEFIT PLAN
TraditionalDB
Assets$417.3M
Participants3,234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WESTLAKE WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$12.4M
Covered lives10,420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
EAGLE US 2 LLC RETIREE MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
EAGLE US 2 LLC OMNIBUS RETIREE WELFARE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | WESTLAKE SAVINGS PLAN | 401k | $2.02B | 14,231 | 2024 | |
| 001 | WESTLAKE DEFINED BENEFIT PLAN | TraditionalDB | $417.3M | 3,234 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTLAKE WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $12.4M | 10,420 | 2024 | |
| 502 | EAGLE US 2 LLC RETIREE MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 503 | EAGLE US 2 LLC OMNIBUS RETIREE WELFARE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans