Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$435K
- Other$354K
- Life$258K
- Long-term disability$258K
- Vision$84K
Sponsor portfolioTH
WELLTOWER INC.
EIN 34-1096634Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
1
$104.3M assets
Welfare
1
$872K premiums
Participants
1,507
4500 DORR ST - TOLEDO, OH 436154040419-247-2800
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $872K premiums / 929 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- METROPOLITAN LIFE INSURANCE COMPANY52%
- UNUM LIFE INSURANCE COMPANY OF AMERICA38%
- VISION SERVICE PLAN10%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WELLTOWER INC. RETIREMENT PLAN AND TRUST
401k
Assets$104.3M
Participants879
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WELLTOWER INC. EMPLOYEE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$872K
Covered lives929
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WELLTOWER INC. RETIREMENT PLAN AND TRUST | 401k | $104.3M | 879 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WELLTOWER INC. EMPLOYEE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $872K | 929 | 2024 |
Retirement plans
Welfare plans