Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Life$224K
- Long-term disability$224K
- Other$224K
- Vision$36K
Sponsor portfolioTH
WESTFIELD BANK
EIN 04-3305700bankingLatest filing 2025
Plans
2
Retirement
1
$54.2M assets
Welfare
1
$3.6M premiums
Participants
717
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.6M premiums / 298 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- HARVARD PILGRIM HEALTH CARE93%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
97%top
- USI INSURANCE SERVICES LLC97%
- MASS FNCL SVCS INS AGCY INC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
401(K) PLAN AS ADOPTED BY WESTFIELD BANK
401k
Assets$54.2M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
WESTFIELD BANK WELFARE BENEFITS PLAN
Mixed - HARVARD PILGRIM HEALTH CARE
Premiums$3.6M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 401(K) PLAN AS ADOPTED BY WESTFIELD BANK | 401k | $54.2M | 419 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | WESTFIELD BANK WELFARE BENEFITS PLAN | Mixed | HARVARD PILGRIM HEALTH CARE | $3.6M | 298 | 2025 |
Retirement plans
Welfare plans