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Sponsor portfolioWelfare / HealthEIN 95-3899031

WESTERN STATES ASSET MANAGEMENT, INC.

7590 FAY AVENUE, SUITE 100 · LA JOLLA, CA 92037
5865800636
Plans filed
1
Years active
2016–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$221K
No prior year
Persons covered
260
No prior year
Total participants
107
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$221K
GAINES INVESTMENT TRUST WELFARE BENEFITS PLAN
Fully insured260 covered·3 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$144K15.9%
Dental$121K13.4%
Vision$121K13.4%
Life$121K13.4%
Short-term disability$121K13.4%
Long-term disability$121K13.4%
Health$77K8.5%
Prescription drug$77K8.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$141K64.1%14260
ARMADACARE
EIN 473938530
HRx
$77K34.9%115
METROPOLITAN FAMILY SERVICES
EIN 362167940
Oth
$2K1.0%11202

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CAMETROPOLITAN LIFE INSURANCE COMPANY, ARMADA CARE$25K$3K$29K100.0%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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