Filings through Oct 24, 2026.

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Staywell Health Center, Inc.

EIN 22-3160873Health Care and Social AssistanceLatest filing 2025

Plans

Retirement

$25.4M assets

Health & Benefits

$2.6M premiums

Participants

542

80 PHOENIX AVENUE, SUITE 201 - WATERBURY, CT 06702203-756-8021

Plans on this EIN

3 filings

#003401(k)-$24.8M - 320 part #001403(b)-$611K - 18 part #501Mixed-$2.6M - 354 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $25.4M assets / 338 participants

Assets by plan

Share of aggregate retirement assets

HEALTH CENTER 401(K) (#003)$24.8M
CENTER, INC. 403(B) (#001)$611K

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

MERRILL LYNCH PIERCE FENNER & SMITH$24.8M
(Not disclosed)$611K

Participants by plan

Active + retired + deferred vested

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

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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

STAYWELL HEALTH CENTER 401(K) PLAN

401(k)

Assets$24.8M

Participants320

On the plan page

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan

Retirement#001