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Sponsor portfolio

THEORY WELLNESS INC.

EIN 47-5615911-pharmaceuticals-Latest filing 2025
Plans
3
Retirement
2
$12.7M assets
Welfare
1
$1.5M premiums
Participants
585
38 MONTVALE AVENUE, SUITE 210 - STONEHAM, MA 02180617-657-2424theorywellness.orgLinkedIn201-500 employeespharmaceuticals
Plans on this EIN
3 filings
#002ESOP-$10.4M - 216 part#001401k-$2.3M - 224 part#501Fully Insured-$1.5M - 210 lives

Retirement portfolio analytics

2 plans aggregated / $12.7M assets / 440 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • EMPLOYEE STOCK OWNERSHIP (#002)82%
  • PROFIT SHARING PLAN (#001)18%
Total $12.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)224
  • EMPLOYEE STOCK OWNERSHIP (#002)216
Total 440Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$87K
  • Vision$12K
  • Life$10K
  • Other$10K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $46K1 slice

Plan deep-dives

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

THEORY WELLNESS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.4M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THEORY WELLNESS INC., 401(K) PROFIT SHARING PLAN

401k

Assets$2.3M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THEORY WELLNESS HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THEORY WELLNESS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$10.4M2162025
001THEORY WELLNESS INC., 401(K) PROFIT SHARING PLAN401k$2.3M2242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THEORY WELLNESS HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M2102025
Retirement plans
Welfare plans
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