WEST BEND INSURANCE COMPANY 401(k) Plan
What public Form 5500 filings show about the WEST BEND INSURANCE COMPANY 401(k) plan — and how to find and check your own account.
The WEST BEND INSURANCE COMPANY 401(k) on its latest Form 5500
WEST BEND INSURANCE COMPANY (EIN 39-0698170) reports WEST BEND INSURANCE COMPANY EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $463.0M in plan assets across 1,662 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full WEST BEND INSURANCE COMPANY filing — schedules, fees, and providers.
Who runs the WEST BEND INSURANCE COMPANY 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WEST BEND INSURANCE COMPANY 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DELTA DENTAL OF WISCONSIN, OPTUM RX, UMR, STRATEGIC ADVISORS, TRAVIS DENT.
How to check your WEST BEND INSURANCE COMPANY 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask WEST BEND INSURANCE COMPANY HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).