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Sponsor portfolio

WELOCALIZE

EIN 52-2212421-translation and localization-Latest filing 2025
Plans
3
Retirement
1
$39.5M assets
Welfare
2
$4.5M premiums
Participants
2,129
136 MADISON AVE FL 6 - NEW YORK, NY 100166795212-581-8870welocalize.comLinkedIn1001-5000 employeestranslation and localization
Plans on this EIN
3 filings
#001401k-$39.5M - 1,352 part#501Fully Insured-$4.1M - 225 lives#502Fully Insured-$344K - 0 lives

Benefits portfolio analytics

2 plans / $4.5M premiums / 225 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Vision$3.6M
  • Prescription drug$3.6M
  • Dental$283K
  • Life$283K
  • Short-term disability$283K
  • +2 more
Total $4.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.74%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Total $4.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • FOSTER THOMAS INC55%
  • FOSTERTHOMAS, INC.31%
  • EBCA7%
  • MARK S METTILLE7%
Total $266K4 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

WELOCALIZE, INC. 401(K) PLAN

401k

Assets$39.5M
Participants1,352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDICAL

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC

Premiums$4.1M
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DENTAL, LIFE, DISABILITY & VOLUNTARY BENEFITS

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY

Premiums$344K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELOCALIZE, INC. 401(K) PLAN401k$39.5M1,3522024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDICALFully InsuredGROUP HOSPITALIZATION MEDICAL SERVICES, INC$4.1M2252025
502DENTAL, LIFE, DISABILITY & VOLUNTARY BENEFITSFully InsuredGUARDIAN LIFE INSURANCE COMPANY$344K02025
Retirement plans
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