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Sponsor portfolio

WELL LUCK COMPANY, INC.

EIN 22-2460489-import and export-Latest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$42K premiums
Participants
265
104 HARBOR DRIVE - JERSEY CITY, NJ 07305201-434-1177welluck.comLinkedIn201-500 employeesimport and export
Plans on this EIN
2 filings
#002401k-$14.8M - 145 part#501Mixed-$42K - 120 lives

Benefits portfolio analytics

1 plan / $42K premiums / 120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$46K
  • Life$6K
  • Other$6K
Total $46K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • DELTA DENTAL OF CALIFORNIA87%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA13%
Total $46K2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • WESLEY A. ANDERSON55%
  • AMWINS40%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
Total $5K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WELL LUCK CO., INC. 401K PLAN

401k

Assets$14.8M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELL LUCK COMPANY, INC. WELFARE PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$42K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WELL LUCK CO., INC. 401K PLAN401k$14.8M1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELL LUCK COMPANY, INC. WELFARE PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$42K1202025
Retirement plans
Welfare plans
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