Form 5500 · Employee benefit plan · PASADENA, CA
WESTERN ASSET MANAGEMENT COMPANY, LLC
Public Form 5500 records show how WESTERN ASSET MANAGEMENT COMPANY, LLC (PASADENA, CA) structures its employee benefits. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2705767 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 379 | December | $51,717 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 145 | December | $4,598 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 378 | December | $2,202 |
| VISION SERVICE PLAN | Vision | 416 | December | $0 |
| ANTHEM EMPLOYEE ASSISTANCE PROGRAM | — | 399 | December | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 463 | February | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 463 | February | $0 |
Questions
Who is WESTERN ASSET MANAGEMENT COMPANY, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, WESTERN ASSET MANAGEMENT COMPANY, LLC's broker of record is LPL FINANCIAL CORPORATION.
What insurance carrier does WESTERN ASSET MANAGEMENT COMPANY, LLC use?
WESTERN ASSET MANAGEMENT COMPANY, LLC's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does WESTERN ASSET MANAGEMENT COMPANY, LLC's group plan renew?
The most recent Schedule A policy period for WESTERN ASSET MANAGEMENT COMPANY, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WESTERN ASSET MANAGEMENT COMPANY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.