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  2. WEST BEND INSURANCE COMPANY
Sponsor portfolioTH

WEST BEND INSURANCE COMPANY

EIN 39-0698170-insurance-Latest filing 2024
Plans
2
Retirement
1
$463.0M assets
Welfare
1
$2.5M premiums
Participants
3,659
1900 S 18TH AVE - WEST BEND, WI 530958796262-334-6503thesilverlining.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
2 filings
#002401k-$463.0M - 1,968 part#501Mixed-$2.5M - 3,573 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 3,573 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$1.3M
  • Long-term disability$1.3M
  • Stop-loss$962K
  • Vision$212K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • STANDARD INSURANCE COMPANY52%
  • HCC LIFE INSURANCE COMPANY39%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • HOLMES MURPHY & ASSOCIATES48%
  • M3 INSURANCE SOLUTIONS INC36%
  • WATCHTOWER BENEFITS, LLC15%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $67K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WEST BEND INSURANCE COMPANY EMPLOYEE SAVINGS PLAN

401k

Assets$463.0M
Participants1,968
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEST BEND INSURANCE COMPANY HEALTH AND WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$2.5M
Covered lives3,573
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WEST BEND INSURANCE COMPANY EMPLOYEE SAVINGS PLAN401k$463.0M1,9682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEST BEND INSURANCE COMPANY HEALTH AND WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$2.5M3,5732024
Retirement plans
Welfare plans
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