Plan Ledger DOL Form 5500 · updated monthly

Bartlett & West, Inc.benefits

Bartlett & West Long-Term Disability Plan · TOPEKA, KS · plan year 2024

Broker compensation reported · 2024
$52,210

Bartlett & West, Inc.'s benefits plans covered 419 active participants in 2024, providing short-term disability · long-term disability. Insurance premiums totaled $760,519. Insurance brokers and agents were paid $52,210 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.9% of premiums. That is $125 per covered person, below the median for employer plans that report broker pay. Broker pay rose 19% from $43,710 in 2023.

Insurance contracts · 202410
BLUE CROSS & BLUE SHIELD OF KANSAS · stop-loss$761K · 883 covered
VISION SERVICE PLAN · visionpremiums n/a · 28 covered
EYEMED VISION CARE · visionpremiums n/a · 620 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 369 covered
EYEMED VISION CARE · visionpremiums n/a
EYEMED VISION CARE · visionpremiums n/a
SUN LIFE ASSURANCE COMPANY OF CANADA · stdpremiums n/a · 419 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · lifepremiums n/a · 419 covered
SUN LIFE ASSURANCE COMPANY OF CANADApremiums n/a · 419 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stdpremiums n/a · 419 covered
Brokers & agents paid · 20243
WATKO BENEFIT GROUP, LLC$48,191
WATKO BENEFIT GROUP$3,365
Individual agent · names withheld$654

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Watko Benefit Group, LLC1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 480770612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.