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Sponsor portfolio

WELLABE SERVICES COMPANY

EIN 57-1176393-Latest filing 2025
Plans
2
Retirement
1
$162.5M assets
Welfare
1
$568K premiums
Participants
1,074
601 6TH AVENUE - DES MOINES, IA 50309515-245-2247
Plans on this EIN
2 filings
#002401k-$162.5M - 744 part#515Fully Insured-$568K - 388 lives

Benefits portfolio analytics

1 plan / $568K premiums / 388 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$164K
  • Stop-loss$159K
  • Short-term disability$116K
  • Long-term disability$81K
  • Vision$35K
  • Other$12K
Total $568K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY66%
  • AETNA LIFE INSURANCE COMPANY28%
  • DELTAVISION6%
Total $568K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $15K1 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

WELLABE 401(K) SAVINGS PLAN

401k

Assets$162.5M
Participants744
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

WELLABE WELFARE BENEFIT PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$568K
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WELLABE 401(K) SAVINGS PLAN401k$162.5M7442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515WELLABE WELFARE BENEFIT PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$568K3882025
Retirement plans
Welfare plans
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