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Sponsor portfolioTH

STAYWELL HEALTH CENTER, INC.

EIN 22-3160873-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$25.4M assets
Welfare
1
$2.6M premiums
Participants
542
80 PHOENIX AVENUE, SUITE 201 - WATERBURY, CT 06702203-756-8021
Plans on this EIN
3 filings
#003401k-$24.8M - 320 part#001403b-$611K - 18 part#501Mixed-$2.6M - 354 lives

Retirement portfolio analytics

2 plans aggregated / $25.4M assets / 338 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • HEALTH CENTER 401(K) (#003)98%
  • CENTER, INC. 403(B) (#001)2%
Total $25.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • MERRILL LYNCH PIERCE FENNER & SMITH98%
  • (Not disclosed)2%
Total $25.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH CENTER 401(K) (#003)320
  • CENTER, INC. 403(B) (#001)18
Total 338Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 354 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Vision$2.5M
  • Life$83K
  • Short-term disability$83K
  • Long-term disability$83K
  • Other$83K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $79K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

STAYWELL HEALTH CENTER 401(K) PLAN

401k

Assets$24.8M
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STAYWELL HEALTH CENTER, INC. 403(B) PLAN

403b

Assets$611K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STAYWELL HEALTH CENTER HEALTH BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.6M
Covered lives354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003STAYWELL HEALTH CENTER 401(K) PLAN401k$24.8M3202025
001STAYWELL HEALTH CENTER, INC. 403(B) PLAN403b$611K182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STAYWELL HEALTH CENTER HEALTH BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$2.6M3542024
Retirement plans
Welfare plans
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