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 Aug 2026
Plan brief
Schedule A lists 1 insured contract covering life and disability; the largest, with UNITED OF OMAHA LIFE INSURANCE COMPANY, covers 885 people.
Reported premium across the insured contracts is $436,337, with $40,004 in disclosed broker commissions — about 9.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 885 | December | $436,337 | $40,004 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
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