Form 5500 · Employee benefit plan · RICHMOND, VA
WEST CREEK FINANCIAL
Public Form 5500 records show how WEST CREEK FINANCIAL (RICHMOND, VA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS (G1605) and 2 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-1176879 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS (G1605) | Health, Dental, Vision | 357 | May | $53,232 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 179 | May | $12,921 |
| HEALTHKEEPERS, INC. (G1608) | Health | 427 | May | $0 |
Questions
Who is WEST CREEK FINANCIAL's benefits broker?
Per its most recent Form 5500 Schedule A, WEST CREEK FINANCIAL's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does WEST CREEK FINANCIAL use?
WEST CREEK FINANCIAL's benefit plan is written through ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS (G1605), among 3 disclosed carriers.
When does WEST CREEK FINANCIAL's group plan renew?
The most recent Schedule A policy period for WEST CREEK FINANCIAL ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WEST CREEK FINANCIAL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.