WESTLAKE SERVICES, LLC

4751 WILSHIRE BLVD STE 110
LOS ANGELES, CA 90010

Business Stats

Policy History

Term Carrier Premium LCM
2023

2.554
2023

2.576
2022

2.477
2022

1.800
2022

2.111
2022

1.950
2022

2.910
2022

2.510
2022

2.033
2022

2.350
2022

-
2022

2.351
2022

2.250
2022

-
2022

-
2022

1.764
2022

-
2022

1.960
2022

2.322
2022

1.800
2022

1.545
2022

2.020
2022

2.550
2022

2.240
2022

2.500
2022

1.900
2021

1.260
2021

1.478
2021

2.040
2021

1.463
2021

1.750
2021

1.423
2021

1.645
2021

-
2021

1.763
2021

1.688
2021

-
2021

-
2021

1.235
2021

-
2021

1.766
2021

1.370
2021

1.742
2021

1.296
2021

1.082
2021

1.414
2021

1.913
2021

1.681
2021

1.750
2021

1.246
2020

1.351
2020

1.858
2020

-
2020

-
2020

1.463
2020

1.880
2020

-
2020

-
2020

-
2020

1.763
2020

1.688
2020

-
2020

-
2020

1.323
2020

1.892
2020

1.470
2020

1.742
2020

1.296
2020

-
2020

-
2020

1.515
2020

1.688
2020

1.875
2020

1.374
2019

1.250
2019

1.858
2019

-
2019

-
2019

1.203
2019

1.880
2019

-
2019

1.500
2019

1.590
2019

-
2019

1.323
2019

-
2019

1.380
2019

1.202
2019

1.296
2019

-
2019

-
2019

1.590
2019

-
2019

1.744
2019

1.374
2018

1.250
2018

-
2018

-
2018

1.203
2018

-
2018

1.269
2018

1.590
2018

-
2018

1.323
2018

-
2018

-
2018

1.296
2018

-
2018

-
2018

1.590
2018

1.661
2018

1.858
2018

1.374
2017

1.666
2017

-
2017

-
2017

1.603
2017

-
2017

-
2017

1.692
2017

2.120
2017

-
2017

1.764
2017

-
2017

-
2017

1.603
2017

1.800
2017

-
2017

-
2017

2.120
2017

2.062
2017

2.168
2017

1.719
2016

1.666
2016

-
2016

-
2016

-
2016

-
2016

1.692
2016

2.052
2016

-
2016

1.603
2016

-
2016

2.052
2016

2.062
2016

1.719
2015

1.666
2015

-
2015

-
2015

-
2015

-
2015

-
2015

1.297
2015

-
2015

-
2015

-
2015

2.052
2015

-
2015

1.603
2015

-
2015

2.052
2015

-
2015

1.719
2015
01-07-2014

1.213
2015
01-07-2014

-
2014

1.666
2014

1.138
2014

-
2014

-
2014

-
2014

-
2014

-
2014

-
2014

-
2014

-
2014

-
2014

1.603
2014

-
2014

-
2014
01-01-2013

1.138
2014
01-01-2013

-
2014
01-01-2013

-
2013

1.138
2013

-
2013

-
2013

-
2013

1.564
2013

-
2013
01-01-2012

1.138
2013
01-01-2012

-
2013
01-01-2013

-
2013
11-20-2013

-
2013
11-20-2013

1.514
2013
11-20-2013

-
2013
11-20-2013

-
2012

1.138
2012

-
2012

-
2012
01-01-2012

-
2012
11-20-2012

-
2012
11-20-2012

1.666
2012
11-20-2012

-
2012
11-20-2012

-
2012
11-20-2012

-
2011

-
2011

-
2011

-
2011
01-01-2010

-
2011
11-20-2011

-
2010

-
2010

-
2010
01-01-2010

-
2009

-
2009
04-25-2008

-
2009
01-01-2009

-

Contacts

9e2
(431) 394-6883
9f1

EDY MQJTTVS
Benefits Admin
(039) 841-6896
721

Uwwxbhz Kvgetx
Manager
(010) 225-2807
81f5

1
(906) 241-3761
4f50

Dbqcb Jocye
(162) 931-5644
47f48

rjbc gjotoksm
Owner
(582) 636-2683
b23f

Cldw Yqqlubxb
Vice President of Originations
(119) 299-6420
19be

Rzs Aiywyool
President and CEO
(020) 551-0584
feef2

39
(454) 267-2260
lsav@ftxyvwdwlsir.uhc

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 16,622,253 $ 80,000,598 $ 9,081,818 $ 66,266,068 $ 1,162,690 $ 3,366,575 $ 8,387,689 $ 6,711,590 $ 7,244,449 $ 14,813,346 $ 39,725,109 $ 84,022,525
Liabilities: $ 0 $ 1,711 $ 68 $ 258 $ 124 $ 40 $ 20 $ 2 $ 60 $ 46 $ 3,884
EE Contrib: $ 0 $ 732 $ 76 $ 13 $ 17 $ 3 $ 9
Emp Contrib: $ 991,932 $ 300,153 $ 435,970 $ 241,538 $ 699,438 $ 9 $ 1 $ 8 $ 9 $ 0 $ 770,711 $ 427,968
Income/Loss: $ 781,275 $ 885,218 $ 173,935($ 823,700) $ 529,426($ 71)($ 86,623) $ 664,759 $ 41,243
Total Income: $ 2,157,933 $ 3,852,281 $ 3,822,143 $ 3,474,488 $ 7,986,555 $ 280,379 $ 6,736 $ 227,368 $ 214,543 $ 4,898,695 $ 19,160 $ 7,566,734
Paid Benefits: $ 55,038 $ 827,972 $ 364,471 $ 39,983 $ 105,464 $ 87,221 $ 281,412 $ 223,829 $ 980,474 $ 7,475,883 $ 756,126 $ 616,204
Expenses: $ 0 $ 6 $ 200 $ 204 $ 48 $ 5 $ 2
  Commission: $ 45,184 $ 33,501 $ 23,223 $ 65,920 $ 36,150 $ 36,647 $ 27,968 $ 54,947 $ 13,420 $ 51,478 $ 43,415 $ 19,375
Net Income: $ 2,057,711 $ 3,846,245 $ 1,700,372 $ 8,193,157 $ 6,123,597 $ 434,016 $ 91,467($ 24,597)($ 815,831)($ 2,625,521)($ 973,872) $ 92,829
Net Assets: $ 18,679,964 $ 44,024,821 $ 55,705,915 $ 32,718,373 $ 27,085,354 $ 2,290,092 $ 7,687,523 $ 2,914,694 $ 133,271 $ 8,133,015 $ 382,390 $ 91,609,475

Participants

202120202019201820172016201520142013201220112010
Total Participants:146458812472794043729967550226703325
Active Part.:889069944928724646379374
Retired Part.:3952608f337a455543aa
Deceased Part.:df14e9ea7a193e6ddf94d4

Insurance

No Insurance Coverage

Providers

LEZCGNNNBW WGQVFHF TD. FJ CJOFTKInvestment advisory (plan)
Investment management
Investment management fees paid directly by plan
Compensation:$44,974
Relation:INVESTMENT ADVISOR

Features

    2A - Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).

    2E - Profit-sharing

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

    3H - Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

Motor Carrier