Assets by plan
Share of aggregate retirement assets
Filings through .
Bartlett & West, Inc.
EIN 48-0770612civil engineeringLatest filing 2025
Plans
4
Retirement
2
$180.5M assets
Health & Benefits
2
$1.3M premiums
Participants
1,962
1200 SW EXECUTIVE DR. - TOPEKA, KS 66615785-272-2252bartlettwest.comLinkedIn201-500 employeescivil engineering
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $180.5M assets / 1,130 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.3M premiums / 1,372 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$915K
- Life$267K
- Short-term disability$197K
- Long-term disability$141K
- Vision$46K
- Other$34K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BARTLETT & WEST, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$111.2M
Participants522
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BARTLETT & WEST, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$69.2M
Participants608
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BARTLETT & WEST HEALTH AND LIFE BENEFIT PLAN
Mixed - BLUE CROSS & BLUE SHIELD OF KANSAS
Premiums$1.1M
Covered lives922
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
BARTLETT & WEST LONG-TERM DISABILITY PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$216K
Covered lives450
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BARTLETT & WEST, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $111.2M | 522 | 2025 |
| #002 | BARTLETT & WEST, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $69.2M | 608 | 2025 |
- #001 · ESOP · 2025522
- #002 · 401(k) · 2025608
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BARTLETT & WEST HEALTH AND LIFE BENEFIT PLAN | Mixed | BLUE CROSS & BLUE SHIELD OF KANSAS | $1.1M | 922 | 2025 |
| #502 | BARTLETT & WEST LONG-TERM DISABILITY PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $216K | 450 | 2025 |
- #501 · Mixed · BLUE CROSS & BLUE SHIELD OF KANSAS · 2025922
- #502 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025450
Retirement plans
Health & Benefits plans