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Sponsor portfolio

WESTSTAR MORTGAGE CORPORATION

EIN 85-0308543-financial services-Latest filing 2024
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$444K premiums
Participants
319
8814 HORIZON BLVD NE SUITE 100 - ALBUQUERQUE, NM 871131588505-883-0332westloan.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$17.3M - 193 part#501Fully Insured-$444K - 209 lives

Benefits portfolio analytics

1 plan / $444K premiums / 209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$349K
  • Dental$347K
  • Prescription drug$347K
  • Other$86K
  • Short-term disability$61K
  • Long-term disability$61K
  • +2 more
Total $444K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY78%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA20%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $444K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • ASSUREDPARTNERS92%
  • DULEY BOLWAR & ASSOCIATES INC6%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
Total $44K3 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

WESTSTAR MORTGAGE CORPORATION 401(K) SAVINGS PLAN

401k

Assets$17.3M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTSTAR MORTGAGE CORPORATION

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$444K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTSTAR MORTGAGE CORPORATION 401(K) SAVINGS PLAN401k$17.3M1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTSTAR MORTGAGE CORPORATIONFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$444K2092024
Retirement plans
Welfare plans
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