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Sponsor portfolio

B.WELL CONNECTED HEALTH, INC

EIN 47-3885665-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$191K premiums
Participants
266
5996 CALVERT WAY - ELDERSBURG, MD 21784410-627-2235icanbwell.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$7.1M - 154 part#501Mixed-$191K - 191 lives

Benefits portfolio analytics

1 plan / $191K premiums / 191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$127K
  • Vision$127K
  • Life$64K
  • Short-term disability$64K
  • Long-term disability$64K
  • Other$64K
Total $191K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • AMERITAS LIFE INSURANCE CORP.67%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY33%
Total $191K2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • JEFFCOAT & JEFFCOAT LLC87%
  • UNITED OF OMAHA LIFE INSURANCE CO13%
Total $26K2 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

B.WELL CONNECTED HEALTH, INC. 401(K) PLAN

401k

Assets$7.1M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

B.WELL CONNECTED HEALTH WRAP PLAN DOCUMENT

Mixed - AMERITAS LIFE INSURANCE CORP

Premiums$191K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001B.WELL CONNECTED HEALTH, INC. 401(K) PLAN401k$7.1M1542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501B.WELL CONNECTED HEALTH WRAP PLAN DOCUMENTMixedAMERITAS LIFE INSURANCE CORP$191K1912025
Retirement plans
Welfare plans
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