Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHOLE LIFE, INC.
EIN 06-1204033non-profit organization managementLatest filing 2025
Plans
4
Retirement
3
$5.5M assets
Welfare
1
$2.7M premiums
Participants
424
216 BROAD ST FL 3 - NEW LONDON, CT 063205335860-886-6900wholelifect.orgLinkedIn51-200 employeesnon-profit organization management
Retirement portfolio analytics
3 plans aggregated / $5.5M assets / 200 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 350 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Dental$2.6M
- Vision$2.6M
- Prescription drug$2.6M
- Life$38K
- Short-term disability$38K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
99%top
- UNITEDHEALTHCARE INSURANCE COMPANY99%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
95%top
- SCHUSTER DRISCOLL LLC95%
- NFP INSURANCE SERVICES INC4%
- TOTALIS BENEFITS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WHOLE LIFE, INC.
401k
Assets$4.6M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC.
401k
Assets$800K
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WHOLE LIFE, INC.
401k
Assets$126K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WHOLE LIFE, INC. DENTAL AND LIFE, ADD PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.7M
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WHOLE LIFE, INC. | 401k | $4.6M | 108 | 2025 | |
| 002 | 401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. | 401k | $800K | 91 | 2025 | |
| 003 | WHOLE LIFE, INC. | 401k | $126K | 1 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WHOLE LIFE, INC. DENTAL AND LIFE, ADD PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.7M | 350 | 2025 |
Retirement plans
Welfare plans