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Sponsor portfolioWelfare / HealthEIN 75-2680425
WESTDALE ASSET MANAGEMENT, LTD
2550 PACIFIC AVENUE · DALLAS, TX 75226
2145157000
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 53
- Latest filing
- 2024
Total premiums (latest)
$686K
No prior year
Persons covered
1,470
No prior year
Total participants
1,484
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Plan #502$436K
WESTDALE WELFARE BENEFIT PLAN NO. 502 DISABILITY, ACCIDENTAL DEATH & LIFE
Fully insured885 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #503$250K
WESTDALE WELFARE BENEFIT PLAN MEDICAL AND DENTAL
Mixed585 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $436K | 21.9% | |
| Short-term disability | $436K | 21.9% | |
| Long-term disability | $436K | 21.9% | |
| Other | $436K | 21.9% | |
| Dental | $250K | 12.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LSTDLTDOth | $436K | 63.6% | 1 | 1 | 885 |
EIN 591031071 | D | $250K | 36.4% | 1 | 1 | 585 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES | DES MOINES, IA | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, UNITED OF OMAHA LIFE INSURANCE COMPANY | $52K | $0 | $52K | 85.7% | 2 |
| AVANT SPECIALTY BENEFITS LLC | KANSAS CITY, MO | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $9K | $9K | 14.3% | 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