Westminster Services retirement plans

Westminster Services, Inc., Orlando, FL. EIN 59-3614812. Annual reports 2009–2024. Also filed as Westminster Services Inc.

Westminster Services, Inc. has 2 active retirement plans on file. The largest is the Westminster Services, Inc. 403(b) Plan, with 2,725 participants and $41.8 million in assets in 2024. Principal has been its recordkeeper since 2021. No traditional pension plan appears in Westminster Services's filings since 2009.

Active plans
2
Participants
4,424
Plan assets
$54.3 million
401(k) recordkeeper
Principal
Plans on file
2
Industry
Health care

All 2 plans

Active plans first

Westminster Services, Inc. 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 59-3614812
Participants (2024)
2,725
Net assets (2024)
$41.8 million
Recordkeeper
PrincipalEarlier: BB&T (2020), Hartford Life Insurance (2010–2011)
Plan administrator
Westminster Services, Inc.
80 West Lucerne Circle
Orlando, FL 32801
(407) 839-5050As filed for 2024
In effect since
March 1, 1994

Earlier plan names: Westminster Services Inc 403(b) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,725$41.8 millionPrincipal
20232,723$31.4 millionPrincipal
20222,579$23.5 millionPrincipal
20212,433$24.2 millionPrincipal
20203,585$19.9 millionBB&T
20193,884$14.3 millionnot listed
20182,274$11.5 millionnot listed
20173,545$12.6 millionnot listed
2016418$10.8 millionnot listed
2015427$10.3 millionnot listed
2014427$10.6 millionnot listed
2013403$10.2 millionnot listed
2012388$9.0 millionnot listed
2011382$8.3 millionHartford Life Insurance
2010329$7.6 millionHartford Life Insurance
2009298$6.5 millionnot listed

Westminster Services, Inc. Retirement Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 59-0931267
Participants (2024)
1,699
Net assets (2024)
$12.5 million
Recordkeeper
PrincipalEarlier: BB&T (2017–2020), Principal (2010–2016)
Plan administrator
Westminster Services, Inc.
80 W. Lucerne Circle
Orlando, FL 32801
(407) 839-0707As filed for 2024
In effect since
March 1, 1994

Earlier plan names: Westminster Services Inc Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,699$12.5 millionPrincipal
20231,582$11.5 millionPrincipal
20221,465$10.4 millionPrincipal
20211,671$13.1 millionPrincipal
20202,295$12.6 millionBB&T
20192,149$11.6 millionBB&T
20181,763$10.3 millionBB&T
20171,928$11.5 millionBB&T
20161,672$10.4 millionPrincipal
20151,850$10.8 millionPrincipal
20141,855$11.5 millionPrincipal
20131,851$11.8 millionPrincipal
20121,978$10.7 millionPrincipal
20112,037$10.2 millionPrincipal
20101,999$10.7 millionPrincipal
20091,987$9.5 millionnot listed

If you had money in one of these plans

  1. Call Principal (principal.com), which runs the Westminster Services, Inc. 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((407) 839-5050). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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