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Sponsor portfolioWelfare / HealthEIN 80-0905560

WESTERWOOD GLOBAL USA CORPORATION

2691 STATE ROUTE 9 · MALTA, NY 12020
8887664115
Plans filed
1
Years active
2021–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$7.1M
No prior year
Persons covered
912
No prior year
Total participants
933
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$7.1M
WESTERWOOD GLOBAL USA CORPORATION HEALTH AND WELFARE EMPLOYEE BENEFITS PLAN
Fully insured912 covered·3 carriers
Primary: ANTHEM BLUE CROSS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.5M23.2%
Dental$6.5M23.2%
Vision$6.5M23.2%
Prescription drug$6.5M23.2%
Other$515K1.8%
Life$514K1.8%
Short-term disability$514K1.8%
Long-term disability$514K1.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 237391136
HRxDV
$6.5M92.7%11912
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
LSTDLTDOth
$514K7.3%11829
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$1K0.0%111

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.PORTLAND, MEUNITEDHEALTHCARE INSURANCE COMPANY OF NEW YORK, ANTHEM BLUE CROSS, LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$304K$2K$306K96.3%1
NEESENROLLSUTTON, MALINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$7K$0$7K2.2%1
KEVIN MURPHYWEST BARNSTABLE, MALINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$5K$0$5K1.5%1

History & trajectory

5 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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