Form 5500 · Employee benefit plan · DALLAS, TX
WESTDALE ASSET MANAGEMENT, LTD
WESTDALE ASSET MANAGEMENT, LTD of DALLAS, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HOLMES MURPHY & ASSOCIATES LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2680425 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 885 | December | $40,004 |
Questions
Who is WESTDALE ASSET MANAGEMENT, LTD's benefits broker?
Per its most recent Form 5500 Schedule A, WESTDALE ASSET MANAGEMENT, LTD's broker of record is HOLMES MURPHY & ASSOCIATES LLC.
What insurance carrier does WESTDALE ASSET MANAGEMENT, LTD use?
WESTDALE ASSET MANAGEMENT, LTD's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY.
When does WESTDALE ASSET MANAGEMENT, LTD's group plan renew?
The most recent Schedule A policy period for WESTDALE ASSET MANAGEMENT, LTD ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WESTDALE ASSET MANAGEMENT, LTD's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.