Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$236K
- Vision$236K
- Life$236K
- Short-term disability$236K
- +2 more
Sponsor portfolio
WELTY BUILDING COMPANY LTD.
EIN 34-1843705food & beveragesLatest filing 2024
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$2.0M premiums
Participants
447
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 189 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- MEDICAL MUTUAL88%
- SUN LIFE ASSURANCE COMPANY OF CANADA12%
Broker market share
Schedule A broker compensation
90%top
- THE JAMES B OSWALD COMPANY90%
- CENTRO BENEFITS RESEARCH LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WELTY BUILDING COMPANY LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$11.8M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WELTY BUILDING COMPANY HEALTH AND WELFARE PLAN
Fully Insured - MEDICAL MUTUAL OF OHIO
Premiums$2.0M
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WELTY BUILDING COMPANY LTD. 401(K) PROFIT SHARING PLAN | 401k | $11.8M | 258 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WELTY BUILDING COMPANY HEALTH AND WELFARE PLAN | Fully Insured | MEDICAL MUTUAL OF OHIO | $2.0M | 189 | 2024 |
Retirement plans
Welfare plans