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Sponsor portfolioWelfare / HealthEIN 04-3305700

WESTFIELD BANK

141 ELM STREET · WESTFIELD, MA 01085
4135724242
Plans filed
3
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.6M
No prior year
Persons covered
298
No prior year
Total participants
298
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$3.6M
WESTFIELD BANK WELFARE BENEFITS PLAN
Mixed298 covered·3 carriers
Primary: HARVARD PILGRIM HEALTH CARE
Plan #501$117K
SAVINGS BANKS EMPLOYEES GROUP INSURANCE FUND WESTFIELD BANK
Fully insured233 covered·1 carrier
Primary: NORTHWESTERN MUTUAL
Plan #502$0
WESTFIELD BANK PRO PLAN 125 PLUS FSA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.3M82.4%
Life$224K5.6%
Long-term disability$224K5.6%
Other$224K5.6%
Vision$36K0.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 042452600
H
$3.3M92.7%11229
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$224K6.3%11298
VISION SERVICE PLAN
EIN 061227840
V
$36K1.0%11208

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, HARVARD PILGRIM HEALTH CARE$48K$23K$71K96.6%1
MASS FNCL SVCS INS AGCY INCBOSTON, MAVISION SERVICE PLAN$3K$0$3K3.4%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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