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Sponsor portfolio

WELLBIZ BRANDS, INC.

EIN 20-5166132-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$1.1M premiums
Participants
293
1890 WYNKOOP STREET, UNIT 1 - DENVER, CO 80202303-663-0880wellbizbrands.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$9.1M - 195 part#501Fully Insured-$1.1M - 158 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$1.0M
  • Short-term disability$42K
  • Life$22K
  • Other$22K
  • Vision$12K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • AETNA LIFE INSURANCE COMPANY92%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • THE BALDWIN GROUP WEST LLC76%
  • BURNHAM BENEFITS INSURANCE SERVICES24%
Total $69K2 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

WELLBIZ BRANDS, INC. 401(K) PLAN

401k

Assets$9.1M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELLBIZ BRANDS, INC. WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLBIZ BRANDS, INC. 401(K) PLAN401k$9.1M1952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELLBIZ BRANDS, INC. WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.1M1582025
Retirement plans
Welfare plans
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