Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WELLMORE, INC.
EIN 06-0669107Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$12.2M assets
Welfare
1
$2.1M premiums
Participants
620
141 EAST MAIN STREET - WATERBURY, CT 06702203-574-9000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $12.2M assets / 439 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 315 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$95K
- Long-term disability$28K
- Life$26K
- Short-term disability$24K
- Vision$12K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
95%top
- HP PLANNING LLC95%
- PROFESSIONAL GROUP PLANS INC3%
- GCG FINANCIAL LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN
401k
Assets$10.7M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WELLMORE, INC. ERISA 403(B) PLAN
403b
Assets$1.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WELLMORE, INC. HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.1M
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN | 401k | $10.7M | 430 | 2025 | |
| 003 | WELLMORE, INC. ERISA 403(B) PLAN | 403b | $1.5M | 9 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WELLMORE, INC. HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.1M | 315 | 2025 |
Retirement plans
Welfare plans