Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$497K
- Life$283K
- Short-term disability$283K
- Long-term disability$283K
- Dental$181K
- Vision$181K
Sponsor portfolio
WEL COMPANIES, INC.
EIN 39-1277617transportation/trucking/railroadLatest filing 2024
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$497K premiums
Participants
852
1625 S BROADWAY - DEPERE, WI 54115920-339-0110welcompanies.comLinkedIn501-1000 employeestransportation/trucking/railroad
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $497K premiums / 397 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- SUN LIFE ASSURANCE COMPANY OF CANADA93%
- QBE INSURANCE7%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WEL COMPANIES, INC. 401(K) SAVINGS PLAN
401k
Assets$6.7M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
WEL COMPANIES HEALTH AND WELLNESS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$497K
Covered lives397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WEL COMPANIES, INC. 401(K) SAVINGS PLAN | 401k | $6.7M | 441 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | WEL COMPANIES HEALTH AND WELLNESS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $497K | 397 | 2024 |
Retirement plans
Welfare plans