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Sponsor portfolioWelfare / HealthEIN 48-0770612

BARTLETT & WEST, INC.

1200 SW EXECUTIVE DR. · TOPEKA, KS 66615
7852722252
Plans filed
2
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$1.1M
No prior year
Persons covered
1,302
No prior year
Total participants
781
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$929K
BARTLETT & WEST HEALTH AND LIFE BENEFIT PLAN
Mixed883 covered·4 carriers
Primary: BLUE CROSS & BLUE SHIELD OF KANSAS
Plan #502$185K
BARTLETT & WEST LONG-TERM DISABILITY PLAN
Mixed419 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$761K55.8%
Life$237K17.4%
Short-term disability$172K12.6%
Long-term disability$124K9.1%
Vision$45K3.3%
Other$24K1.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 480952857
SL
$761K68.2%11883
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$309K27.8%25788
EYEMED VISION CARE
EIN 430949844
V
$37K3.3%13620
VISION SERVICE PLAN
EIN 061227840
V
$8K0.7%1128

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WATKO BENEFIT GROUPOVERLAND PARK, KSEYEMED VISION CARE, SUN LIFE ASSURANCE COMPANY OF CANADA, BLUE CROSS & BLUE SHIELD OF KANSAS$52K$0$52K98.7%2
ROBERT GREG WATKINSOVERLAND PARK, KSVISION SERVICE PLAN$654$0$6541.3%1

History & trajectory

10 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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