Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WELLLIFE NETWORK INC.
EIN 11-2542430individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$50.6M assets
Welfare
1
$1.1M premiums
Participants
4,316
1985 MARCUS AVENUE, SUITE 100 - NEW HYDE PARK, NY 11042718-559-0573welllifenetwork.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $50.6M assets / 3,620 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 949 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$966K
- Other$918K
- Long-term disability$468K
- Dental$383K
- Short-term disability$383K
- Vision$39K
Carrier market share
Premium dollars by Schedule A carrier
49%top
- AFLAC49%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA35%
- UNIMERICA INSURANCE COMPANY12%
- ANTHEM LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
27%top
- JAIME M. BAUM27%
- GALLAGHER BENEFIT SERVICES, INC.14%
- ALLAN H. MARKOWITZ11%
- MICHAEL PASQUALY DESTEFANO11%
- GIOVANNI ANTHONY CASSINO10%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WELLLIFE NETWORK INC.
401k
Assets$41.2M
Participants3,291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF WELLLIFE NETWORK INC.
401k
Assets$9.5M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WELLLIFE NETWORK EMPLOYEE BENEFIT PLANS
Mixed - AFLAC
Premiums$1.1M
Covered lives949
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WELLLIFE NETWORK INC. | 401k | $41.2M | 3,291 | 2025 | |
| 004 | TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF WELLLIFE NETWORK INC. | 401k | $9.5M | 329 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WELLLIFE NETWORK EMPLOYEE BENEFIT PLANS | Mixed | AFLAC | $1.1M | 949 | 2025 |
Retirement plans
Welfare plans