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Sponsor portfolio

WELL HEALTH INC

EIN 47-3738571-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$341K premiums
Participants
532
1025 CHAPALA ST - SANTA BARBARA, CA 93101833-234-9355LinkedIn1-10 employeescivic & social organization
Plans on this EIN
2 filings
#001401k-$18.2M - 325 part#501Mixed-$341K - 214 lives

Benefits portfolio analytics

1 plan / $341K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$341K
  • Vision$341K
  • Life$341K
  • Short-term disability$341K
  • Long-term disability$341K
  • Other$341K
Total $341K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $341K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $64K1 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

ARTERA 401(K) PLAN

401k

Assets$18.2M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELL HEALTH INC HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$341K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ARTERA 401(K) PLAN401k$18.2M3252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELL HEALTH INC HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$341K2142025
Retirement plans
Welfare plans
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