Westdale Asset Management, Ltd
Overview
Westdale Asset Management, Ltd sponsors a self-funded health plan that covered 605 participants in plan year 2025, about the same as the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, short-term disability, long-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 605 · prior year 600
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Westdale Welfare Benefit Plan Medical and Dental, plan 503 (605 participants)
- Broker compensation
- $41K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| United of Omaha Life Insurance Company | Life, Short-term disability, Long-term disability | 915 | $342K | $27K |
| Cigna Health and Life Insurance Company and Affiliates | Dental | 601 | $262K | $14K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 605 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Westdale Asset Management, Ltd
- Sponsor EIN
- 75-2680425
- Plan number
- 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 75-2680425 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Westdale Asset Management, Ltd 401(k) Plan
- Type
- 401(k) plan
- Participants
- 930
About this data
Source: Westdale Asset Management, Ltd's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Westdale Asset Management, Ltd.