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Sponsor portfolio

WESTERN STATES LODGING AND MANAGEMENT, L.C.

EIN 87-0520716-Latest filing 2025
Plans
2
Retirement
1
$22.7M assets
Welfare
1
$10.3M premiums
Participants
6,008
10897 SOUTH RIVER FRONT PARKWAY, SUITE 200 - SOUTH JORDAN, UT 84095801-239-0700
Plans on this EIN
2 filings
#001401k-$22.7M - 5,356 part#501Fully Insured-$10.3M - 1,484 lives

Benefits portfolio analytics

1 plan / $10.3M premiums / 1,484 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.0M
  • Prescription drug$9.0M
  • Dental$922K
  • Other$790K
  • Short-term disability$657K
  • Vision$531K
  • +2 more
Total $10.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • SELECTHEALTH83%
  • COMBINED INSURANCE COMPANY OF AMERICA6%
  • HAWAII MEDICAL SERVICE ASSOCIATION5%
  • DELTA DENTAL OF CALIFORNIA4%
  • UNITED HERITAGE LIFE INSURANCE COMPANY1%
  • +1 more
Total $10.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • GALLAGHER BENEFIT SERVICES, INC.92%
  • BENEFITS ALL INSURANCE, LLC6%
  • ERIK SNOW2%
Total $516K3 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

WESTERN STATES LODGING EMPLOYEE SAVINGS PLAN

401k

Assets$22.7M
Participants5,356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN STATES LODGING EMPLOYEE BENEFITS PLAN

Fully Insured - SELECTHEALTH

Premiums$10.3M
Covered lives1,484
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTERN STATES LODGING EMPLOYEE SAVINGS PLAN401k$22.7M5,3562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN STATES LODGING EMPLOYEE BENEFITS PLANFully InsuredSELECTHEALTH$10.3M1,4842025
Retirement plans
Welfare plans
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