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Sponsor portfolio

WELLSKY CORPORATION

EIN 11-2209324-computer software-Latest filing 2025
Plans
2
Retirement
1
$191.8M assets
Welfare
1
$1.7M premiums
Participants
5,150
11300 SWITZER ROAD - OVERLAND PARK, KS 66210913-307-1080wellsky.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$191.8M - 2,727 part#501Mixed-$1.7M - 2,423 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 2,423 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Life$894K
  • Long-term disability$894K
  • Vision$315K
Total $1.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY54%
  • RELIASTAR LIFE INSURANCE COMPANY20%
  • VISION SERVICE PLAN19%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • COMPSYCH2%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • LOCKTON COMPANIES, LLC94%
  • MERCER HEALTH AND BENEFITS, LLC6%
Total $226K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WELLSKY CORPORATION 401(K) PLAN

401k

Assets$191.8M
Participants2,727
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELLSKY HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives2,423
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLSKY CORPORATION 401(K) PLAN401k$191.8M2,7272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELLSKY HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.7M2,4232025
Retirement plans
Welfare plans
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