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  2. WESTAT, INC.
Sponsor portfolio

WESTAT, INC.

EIN 84-0529566-research-Latest filing 2024
Plans
3
Retirement
2
$1.18B assets
Welfare
1
$24.0M premiums
Participants
13,581
1600 RESEARCH BLVD - ROCKVILLE, MD 208503129301-251-1500westat.comLinkedIn1001-5000 employeesresearch
Plans on this EIN
3 filings
#006401k-$757.0M - 7,889 part#004ESOP-$419.0M - 3,814 part#501Fully Insured-$24.0M - 1,851 lives

Retirement portfolio analytics

2 plans aggregated / $1.18B assets / 11,703 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • WESTAT, INC. Savings (#006)64%
  • EMPLOYEE STOCK OWNERSHIP (#004)36%
Total $1.18BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WESTAT, INC. Savings (#006)7,889
  • EMPLOYEE STOCK OWNERSHIP (#004)3,814
Total 11,703Click row to drill in

Benefits portfolio analytics

1 plan / $24.0M premiums / 1,851 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$16.7M
  • Prescription drug$16.7M
  • Stop-loss$16.7M
  • Other$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • +3 more
Total $24.0M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.70%
  • KAISER FOUNDATION HEALTH PLAN INC21%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • CURALINC HEALTHCARE0%
Total $24.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $61K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

WESTAT, INC. SAVINGS PLAN

401k

Assets$757.0M
Participants7,889
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

WESTAT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$419.0M
Participants3,814
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTAT INC GROUP HEALTH AND LIFE INSURANCE

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC

Premiums$24.0M
Covered lives1,851
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006WESTAT, INC. SAVINGS PLAN401k$757.0M7,8892024
004WESTAT, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$419.0M3,8142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTAT INC GROUP HEALTH AND LIFE INSURANCEFully InsuredGROUP HOSPITALIZATION MEDICAL SERVICES, INC$24.0M1,8512024
Retirement plans
Welfare plans
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