Sponsor portfolio
WELLER HEALTH TRANSITIONS
EIN 47-4551726medical practiceLatest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
Participants
23
1930 N. LAKEMAN DR., SUITE 109 - BELLBROOK, OH 45305937-203-3079wellerhealthtransitions.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WHT 401(K) PLAN
401k
Assets$1.1M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502
WELLER HEALTH TRANSITIONS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHT 401(K) PLAN | 401k | $1.1M | 15 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WELLER HEALTH TRANSITIONS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans