Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.6M
- Long-term disability$213K
- Short-term disability$142K
- Vision$106K
- Other$95K
Sponsor portfolioTH
WESTERN ASSET MANAGEMENT COMPANY, LLC
EIN 95-2705767investment managementLatest filing 2024
Plans
2
Retirement
1
$385.2M assets
Welfare
1
$3.1M premiums
Participants
1,251
385 EAST COLORADO BOULEVARD - PASADENA, CA 91101626-844-9400westernasset.comLinkedIn501-1000 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 550 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- METROPOLITAN LIFE INSURANCE COMPANY85%
- RELIANCE STANDARD LIFE INSURANCE COMPANY11%
- VISION SERVICE PLAN3%
- ANTHEM LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
82%top
- LPL FINANCIAL CORP82%
- HUB INTERNATIONAL MIDWEST LIMITED16%
- USI INSURANCE SERVICES LLC2%
- PLANSOURCE BENEFIT ADMINISTRATION0%
- TBS AGENCY INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
THE WESTERN ASSET MANAGEMENT 401(K) PLAN
401k
Assets$385.2M
Participants762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WESTERN ASSET HEALTH & FRINGE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$3.1M
Covered lives550
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | THE WESTERN ASSET MANAGEMENT 401(K) PLAN | 401k | $385.2M | 762 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTERN ASSET HEALTH & FRINGE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $3.1M | 550 | 2024 |
Retirement plans
Welfare plans