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Sponsor portfolio

WELCH BROS., INC.

EIN 36-3115602-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$55.5M assets
Welfare
1
$4.3M premiums
Participants
449
P.O. BOX 749 - ELGIN, IL 601210749847-741-6134LinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$55.5M - 239 part#501Fully Insured-$4.3M - 524 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$4.0M
  • Dental$308K
  • Vision$308K
  • Short-term disability$308K
  • Long-term disability$308K
Total $4.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • DEARBORN LIFE INSURANCE COMPANY0%
Total $4.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • A.M. INSURANCE GROUP, INC.98%
  • FLEXIBLE BENEFIT SERVICE CORP2%
  • ASSUREDPARTNERS1%
  • WELCH BROS INC.0%
Total $197K4 slices

Plan deep-dives

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

WELCH BROS., INC. PROFIT SHARING PLAN

401k

Assets$55.5M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELCH BROS., INC. HEALTH ADVANTAGE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.3M
Covered lives524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELCH BROS., INC. PROFIT SHARING PLAN401k$55.5M2392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELCH BROS., INC. HEALTH ADVANTAGE PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.3M5242025
Retirement plans
Welfare plans
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