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Form 5500 · Employee benefit plan · HOUSTON, TX

WESTLAKE MANAGEMENT SERVICES, INC.

Public Form 5500 records show how WESTLAKE MANAGEMENT SERVICES, INC. (HOUSTON, TX) structures its employee benefits. Its broker of record is STRATEGIC NON-MEDICAL SOLUTIONS LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0321065 · plan 501 · as of Jul 2026

Participants
11,796
Carriers on file
5
Disclosed commissions
$107,797
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LIFE INSURANCE COMPANY OF NORTH AMERICALife10,420December$97,600
LIFE INSURANCE COMPANY OF NORTH AMERICA10,420December$10,197
VISION SERVICE PLANVision8,538December$0
LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability9,833December$0
LIFE INSURANCE COMPANY OF NORTH AMERICA10,420December$0

Questions

Who is WESTLAKE MANAGEMENT SERVICES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, WESTLAKE MANAGEMENT SERVICES, INC.'s broker of record is STRATEGIC NON-MEDICAL SOLUTIONS LLC.

What insurance carrier does WESTLAKE MANAGEMENT SERVICES, INC. use?

WESTLAKE MANAGEMENT SERVICES, INC.'s benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 5 disclosed carriers.

When does WESTLAKE MANAGEMENT SERVICES, INC.'s group plan renew?

The most recent Schedule A policy period for WESTLAKE MANAGEMENT SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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