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Sponsor portfolioWelfare / HealthEIN 63-1158654

THE WESTERVELT COMPANY

d/b/a THE WESTERVELT COMPANY
1400 JACK WARNER PKWY NE · TUSCALOOSA, AL 354041002
2055625484
Plans filed
1
Years active
2015–2024
Industry
NAICS 32
Latest filing
2024
Total premiums (latest)
$704K
No prior year
Persons covered
802
No prior year
Total participants
812
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$704K
THE WESTERVELT COMPANY WELFARE BENEFIT PLAN
Fully insured802 covered·2 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$456K39.9%
Life$439K38.4%
Long-term disability$116K10.2%
Vision$73K6.4%
Short-term disability$59K5.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$631K89.7%14802
VISION SERVICE PLAN
EIN 061227840
V
$73K10.3%11529

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VALENT GROUPBIRMINGHAM, ALLINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN$101K$0$101K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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