Form 5500 · Employee benefit plan · TOPEKA, KS
BARTLETT & WEST, INC.
BARTLETT & WEST, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WATKO BENEFIT GROUP. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 419 | December | $22,689 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 419 | December | $5,353 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 419 | December | $4,034 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 419 | December | $1,883 |
Questions
Who is BARTLETT & WEST, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, BARTLETT & WEST, INC.'s broker of record is WATKO BENEFIT GROUP.
What insurance carrier does BARTLETT & WEST, INC. use?
BARTLETT & WEST, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does BARTLETT & WEST, INC.'s group plan renew?
The most recent Schedule A policy period for BARTLETT & WEST, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BARTLETT & WEST, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.