Form 5500 · Employee benefit plan · WESTFIELD, MA
WESTFIELD BANK
Public Form 5500 records show how WESTFIELD BANK (WESTFIELD, MA) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through HARVARD PILGRIM HEALTH CARE and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3305700 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARVARD PILGRIM HEALTH CARE | Health | 229 | December | $31,957 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 298 | December | $16,411 |
| VISION SERVICE PLAN | Vision | 208 | December | $2,543 |
Questions
Who is WESTFIELD BANK's benefits broker?
Per its most recent Form 5500 Schedule A, WESTFIELD BANK's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does WESTFIELD BANK use?
WESTFIELD BANK's benefit plan is written through HARVARD PILGRIM HEALTH CARE, among 3 disclosed carriers.
When does WESTFIELD BANK's group plan renew?
The most recent Schedule A policy period for WESTFIELD BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WESTFIELD BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.