# OUTER BANKS DBA WESTWARD360 HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **OUTER BANKS CAPITAL, INC.** (dba WESTWARD360). Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | OUTER BANKS CAPITAL, INC. |
| EIN | 832288669 |
| Plan number | 501 |
| Plan year | 2024 |
| Location | CHICAGO, IL |
| Industry | Real Estate and Rental and Leasing |
| Funding | fully insured |
| Total premiums | $1.3M |
| Participants | 170 |
| Persons covered | 180 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health, Rx, Dental, HMO, PPO |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |
| DEARBORN LIFE INSURANCE COMPANY | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| BALDWIN KRYSTYN SHERMAN PARTNERS | BLUE CROSS BLUE SHIELD OF ILLINOIS |
| THE BALDWIN GROUP WEST LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| THE BALDWIN GROUP WEST LLC | UNUM INSURANCE COMPANY |
| THE BALDWIN GROUP WEST LLC | DEARBORN LIFE INSURANCE COMPANY |
| RESOURCE BROKERAGE LLC | DEARBORN LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/832288669-501
- Cite as: PlanOptica, https://planoptica.com/welfare/832288669-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers