Plan Snapshot
- Plan Sponsor: West Bend Insurance Company
- Sponsor EIN: 390698170
- Sponsor Address: 1900 SOUTH 18TH AVENUE, WEST BEND, WI, 53095
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,579
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,579 | $0 | $0 | $0 |
| 2023 | 1,673 | $0 | $0 | $0 |
| 2022 | 1,363 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| OPTUM RX, INC. | Other Service Provider | $5,530,999 | $12,443 | $5,543,442 |
| UMR, INC. | Other Service Provider | $1,020,132 | $14,901 | $1,035,033 |
| DELTA DENTAL OF WISCONSIN | Recordkeeper | $71,875 | — | $71,875 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,650,350
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |