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Sponsor portfolioWelfare / HealthEIN 72-1353056

LULA-WESTFIELD, L.L.C.

451 HIGHWAY 1005 · PAINCOURTVILLE, LA 70391
9853696450
Plans filed
5
Years active
2016–2025
Industry
NAICS 31
Latest filing
2025
Total premiums (latest)
$141K
No prior year
Persons covered
416
No prior year
Total participants
416
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #502$65K
SHORT TERM DISABILITY
Fully insured143 covered·1 carrier
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Plan #503$39K
VOLUNTEER LIFE PLAN
Fully insured57 covered·1 carrier
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Plan #501$30K
LONG TERM DISABILITY
Fully insured77 covered·1 carrier
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Plan #506$8K
GROUP LIFE
Fully insured139 covered·1 carrier
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Plan #504$8K
VOLUNTEER LIFE PLAN
Fully insured150 covered·1 carrier
Primary: EQUIATBLE FINANCIAL LIFE INSURANCE COMAPNY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$65K34.7%
Life$47K24.8%
Other$47K24.8%
Long-term disability$30K15.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDLTDOth
$141K100.0%44416

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.MOUNT LAUREL, NJEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$23K$0$23K57.6%4
AXA ASSISTANCE, USABATON ROUGE, LAEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$0$10K$10K24.6%4
SOUTHERN NATIONAL LIFE INSURANCE COBATON ROUGE, LAEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$0$7K$7K17.8%4

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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