PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WELBEHEALTH LLC
Sponsor portfolio

WELBEHEALTH LLC

EIN 47-4992647-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$39.5M assets
Welfare
1
$13.1M premiums
Participants
3,906
440 N. BARRANCA AVE - COVINA, CA 91723888-530-4415welbehealth.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$39.5M - 2,335 part#501Fully Insured-$13.1M - 2,529 lives

Benefits portfolio analytics

1 plan / $13.1M premiums / 2,529 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.5M
  • Prescription drug$12.5M
  • Other$8.9M
  • Dental$645K
  • Vision$645K
  • Life$645K
  • +2 more
Total $13.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNITEDHEALTHCARE INSURANCE COMPANY63%
  • KAISER FOUNDATION HEALTH PLAN INC32%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
Total $13.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • LOCKTON COMPANIES, LLC93%
  • VOLUNTARY BENEFIT ADVISORS7%
Total $549K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WELBEHEALTH 401(K) PLAN

401k

Assets$39.5M
Participants2,335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELBEHEALTH, HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$13.1M
Covered lives2,529
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WELBEHEALTH 401(K) PLAN401k$39.5M2,3352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELBEHEALTH, HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$13.1M2,5292024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica