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Sponsor portfolioWelfare / HealthEIN 76-0321065
WESTLAKE MANAGEMENT SERVICES, INC.
2801 POST OAK BLVD, SUITE 600 · HOUSTON, TX 77056
7139609111
- Plans filed
- 3
- Years active
- 2015–2024
- Industry
- NAICS 32
- Latest filing
- 2024
Total premiums (latest)
$12.4M
No prior year
Persons covered
10,420
No prior year
Total participants
13,590
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $7.2M | 38.0% | |
| Life | $6.5M | 34.4% | |
| Long-term disability | $3.8M | 20.1% | |
| Vision | $1.4M | 7.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LOth | $7.2M | 58.0% | 1 | 3 | 10,420 |
EIN 350472300 | LTD | $3.8M | 30.7% | 1 | 1 | 9,833 |
EIN 061227840 | V | $1.4M | 11.3% | 1 | 1 | 8,538 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | ATLANTA, GA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $108K | $34K | $142K | 61.4% | 1 |
| MARSH & MCLENNAN AGENCY LLC | BOSTON, MA | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $89K | $89K | 38.6% | 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