West Bend Insurance Company
Overview
West Bend Insurance Company sponsors a self-funded health plan that covered 1,667 participants in plan year 2025, about the same as the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,667 · prior year 1,699
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- West Bend Insurance Company Health and Welfare Benefit Plan, plan 501 (1,667 participants)
- Stop-loss carrier
- Evolution Risk Partners-Everest RE
- Broker compensation
- $69K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Standard Insurance Company | Life, Long-term disability | 1,603 | $1.3M | $67K |
| Evolution Risk Partners-Everest RE | Stop-loss | 1,425 | $693K | — |
| Metropolitan Life Insurance Company | Vision | 3,573 | $251K | — |
| Hartford Fire Insurance Company | BTA | 1,601 | $6K | $2K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,667 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- West Bend Insurance Company
- Sponsor EIN
- 39-0698170
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 39-0698170 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- West Bend Insurance Company Employee Savings Plan
- Type
- 401(k) plan
- Participants
- 2,001
About this data
Source: West Bend Insurance Company's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with West Bend Insurance Company.