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Form 5500 · Employee benefit plan · LA JOLLA, CA

WESTERN STATES ASSET MANAGEMENT, INC.

Public Form 5500 records show how WESTERN STATES ASSET MANAGEMENT, INC. (LA JOLLA, CA) structures its employee benefits. Its broker of record is HUB INTERNATIONAL INS SVCS INC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3899031 · plan 501 · as of Jul 2026

Participants
162
Carriers on file
6
Disclosed commissions
$25,425
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision, Life, Disability260May$16,133
METROPOLITAN LIFE INSURANCE COMPANY67May$2,831
METROPOLITAN LIFE INSURANCE COMPANY37May$2,684
METROPOLITAN LIFE INSURANCE COMPANY33May$2,277
ARMADA CAREHealth5May$1,500
METROPOLITAN FAMILY SERVICES202May$0

Questions

Who is WESTERN STATES ASSET MANAGEMENT, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, WESTERN STATES ASSET MANAGEMENT, INC.'s broker of record is HUB INTERNATIONAL INS SVCS INC.

What insurance carrier does WESTERN STATES ASSET MANAGEMENT, INC. use?

WESTERN STATES ASSET MANAGEMENT, INC.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 6 disclosed carriers.

When does WESTERN STATES ASSET MANAGEMENT, INC.'s group plan renew?

The most recent Schedule A policy period for WESTERN STATES ASSET MANAGEMENT, INC. ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from WESTERN STATES ASSET MANAGEMENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.