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Sponsor portfolio

WELLONS GROUP, INC.

EIN 27-1458904-computer hardware-Latest filing 2025
Plans
2
Retirement
1
$45.5M assets
Welfare
1
$3.3M premiums
Participants
376
2525 WEST FIRESTONE LANE - VANCOUVER, WA 98660360-750-3500LinkedIn201-500 employeescomputer hardware
Plans on this EIN
2 filings
#001ProfitSharing-$45.5M - 199 part#504Fully Insured-$3.3M - 227 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Dental$44K
  • Life$42K
  • Other$42K
  • Vision$16K
Total $3.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • WILLAMETTE DENTAL INSURANCE, INC.1%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
  • VISION SERVICE PLAN0%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $189K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WELLONS GROUP, INC. PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$45.5M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

WELLONS GROUP, INC. EMPLOYEE HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.3M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLONS GROUP, INC. PROFIT SHARING PLAN AND TRUSTProfitSharing$45.5M1992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WELLONS GROUP, INC. EMPLOYEE HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.3M2272025
Retirement plans
Welfare plans
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