Form 5500 · Employee benefit plan · TOPEKA, KS
BARTLETT & WEST, INC.
BARTLETT & WEST, INC. of TOPEKA, KS is a 370-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is WATKO BENEFIT GROUP. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 48-0770612 · plan 502 · as of Aug 2026
Plan brief
All 4 insured contracts are life coverage with SUN LIFE ASSURANCE COMPANY OF CANADA.
Reported premium across the insured contracts is $185,451, with $33,959 in disclosed broker commissions — about 18% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
WATKO BENEFIT GROUP is the broker of record on all 4 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 419 | December | $113,394 | $22,689 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 419 | December | $36,129 | $5,353 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 419 | December | $24,417 | $4,034 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 419 | December | $11,511 | $1,883 |
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