Assets by plan
Share of aggregate retirement assets
Filings through .
Whole Life, Inc.
EIN 06-1204033non-profit organization managementLatest filing 2025
Plans
4
Retirement
3
$5.5M assets
Health & Benefits
1
$2.7M premiums
Participants
424
216 BROAD ST FL 3 - NEW LONDON, CT 063205335860-886-6900wholelifect.orgLinkedIn51-200 employeesnon-profit organization management
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $5.5M assets / 200 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 350 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WHOLE LIFE, INC.
401(k)
Assets$4.6M
Participants108
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC.
401(k)
Assets$800K
Participants91
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
WHOLE LIFE, INC.
401(k)
Assets$126K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WHOLE LIFE, INC. DENTAL AND LIFE, ADD PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.7M
Covered lives350
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WHOLE LIFE, INC. | 401(k) | $4.6M | 108 | 2025 |
| #002 | 401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. | 401(k) | $800K | 91 | 2025 |
| #003 | WHOLE LIFE, INC. | 401(k) | $126K | 1 | 2025 |
- #001 · 401(k) · 2025108
- #002 · 401(k) · 202591
- WHOLE LIFE, INC.$126K#003 · 401(k) · 20251
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025350
Retirement plans
Health & Benefits plans