Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.1M
- Long-term disability$217K
- Short-term disability$142K
- Vision$104K
- Other$84K
Sponsor portfolioTH
WESTERN ASSET MANAGEMENT COMPANY, LLC
EIN 95-2705767investment managementLatest filing 2025
Plans
2
Retirement
1
$385.2M assets
Welfare
1
$1.7M premiums
Participants
762
385 EAST COLORADO BLVD - PASADENA, CA 91101626-844-9400westernasset.comLinkedIn501-1000 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 463 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- METROPOLITAN LIFE INSURANCE COMPANY72%
- RELIANCE STANDARD LIFE INSURANCE COMPANY22%
- VISION SERVICE PLAN6%
- ANTHEM LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
67%top
- LPL FINANCIAL CORP67%
- HUB INTERNATIONAL MIDWEST LIMITED30%
- USI INSURANCE SERVICES LLC3%
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$1.7M
Covered lives463
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 | $1.7M | 463 | 2025 |
Retirement plans
Welfare plans