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Sponsor portfolio

BARTLETT & WEST, INC.

EIN 48-0770612-civil engineering-Latest filing 2024
Plans
4
Retirement
2
$142.3M assets
Welfare
2
$1.1M premiums
Participants
1,871
1200 SW EXECUTIVE DR. - TOPEKA, KS 66615785-272-2252bartlettwest.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
4 filings
#001ESOP-$86.7M - 516 part#002401k-$55.6M - 574 part#501Mixed-$929K - 883 lives#502Mixed-$185K - 419 lives

Retirement portfolio analytics

2 plans aggregated / $142.3M assets / 1,090 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • EMPLOYEE STOCK OWNERSHIP (#001)61%
  • PROFIT SHARING PLAN (#002)39%
Total $142.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)574
  • EMPLOYEE STOCK OWNERSHIP (#001)516
Total 1,090Click row to drill in

Benefits portfolio analytics

2 plans / $1.1M premiums / 1,302 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$761K
  • Life$237K
  • Short-term disability$172K
  • Long-term disability$124K
  • Vision$45K
  • Other$24K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BLUE CROSS OF CALIFORNIA68%
  • SUN LIFE ASSURANCE COMPANY OF CANADA28%
  • EYEMED VISION CARE3%
  • VISION SERVICE PLAN1%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • WATKO BENEFIT GROUP99%
  • ROBERT WATKINS1%
Total $52K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BARTLETT & WEST, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$86.7M
Participants516
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BARTLETT & WEST, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$55.6M
Participants574
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BARTLETT & WEST HEALTH AND LIFE BENEFIT PLAN

Mixed - BLUE CROSS & BLUE SHIELD OF KANSAS

Premiums$929K
Covered lives883
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BARTLETT & WEST LONG-TERM DISABILITY PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$185K
Covered lives419
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BARTLETT & WEST, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$86.7M5162024
002BARTLETT & WEST, INC. 401(K) PROFIT SHARING PLAN401k$55.6M5742024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BARTLETT & WEST HEALTH AND LIFE BENEFIT PLANMixedBLUE CROSS & BLUE SHIELD OF KANSAS$929K8832024
502BARTLETT & WEST LONG-TERM DISABILITY PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$185K4192024
Retirement plans
Welfare plans
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