Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$449K
- Life$449K
- Short-term disability$449K
- Long-term disability$449K
- Other$449K
- Vision$35K
Sponsor portfolioTH
EVANGELICAL SERVICES FOR THE AGING WESLEY ENHANCED LIVING
EIN 23-2648022Latest filing 2025
Plans
2
Retirement
1
$31.0M assets
Welfare
1
$484K premiums
Participants
1,866
626 JACKSONVILLE ROAD, SUITE 200 - WARMINSTER, PA 18974215-354-3181
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $484K premiums / 631 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- SUN LIFE ASSURANCE COMPANY OF CANADA93%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
100%top
- JOHNSON KENDALL AND JOHNSON100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
WESLEY ENHANCED LIVING RETIREMENT PLAN
401k
Assets$31.0M
Participants1,234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
WESLEY ENHANCED LIVING EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$484K
Covered lives631
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | WESLEY ENHANCED LIVING RETIREMENT PLAN | 401k | $31.0M | 1,234 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | WESLEY ENHANCED LIVING EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $484K | 631 | 2025 |
Retirement plans
Welfare plans