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  2. WESLEY WOODS SENIOR LIVING
Sponsor portfolio

WESLEY WOODS SENIOR LIVING

EIN 20-2157051-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
1
$6.4M assets
Welfare
2
$1.8M premiums
Participants
447
1817 CLIFTON RD NE - ATLANTA, GA 303294021404-728-6858wesleywoods.infoLinkedIn1-10 employees
Plans on this EIN
3 filings
#001OtherDC-$6.4M - 330 part#501Fully Insured-$1.6M - 196 lives#502Mixed-$236K - 186 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 382 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$236K
  • Vision$236K
  • Life$236K
  • Short-term disability$236K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • KAISER FOUNDATION HEALTH PLAN INC87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • EA LEGACY LLC5%
  • ENROLLMENT ALLIANCE LLC0%
Total $114K3 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

WESLEY WOODS SENIOR LIVING 403(B) PLAN

OtherDC

Assets$6.4M
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESLEY WOODS SENIOR LIVING, INC HEALTH DENTAL VISION PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.

Premiums$1.6M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WESLEY WOODS SENIOR LIVING, INC. LIFE ADD DIS INC

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$236K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESLEY WOODS SENIOR LIVING 403(B) PLANOtherDC$6.4M3302024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESLEY WOODS SENIOR LIVING, INC HEALTH DENTAL VISION PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.$1.6M1962024
502WESLEY WOODS SENIOR LIVING, INC. LIFE ADD DIS INCMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$236K1862024
Retirement plans
Welfare plans
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