Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$300K
- Dental$292K
- Vision$292K
- Short-term disability$292K
- Long-term disability$292K
- Stop-loss$285K
- +1 more
Sponsor portfolio
THE WELLS GROUP, LLC
EIN 61-0710998ConstructionLatest filing 2025
Plans
2
Retirement
1
$19.6M assets
Welfare
1
$585K premiums
Participants
594
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $585K premiums / 327 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA50%
- NATIONWIDE LIFE INSURANCE COMPANY49%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
99%top
- ASSUREDPARTNERS99%
- JEFFREY D HARNED1%
- MEGAN GOODMAN0%
- BRIAN K TAYLOR0%
- WILLIAM JACK MITCHELL JR0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE WELLS GROUP, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$19.6M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE WELLS GROUP, LLC PREMIUM ONLY PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$585K
Covered lives327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE WELLS GROUP, LLC PROFIT SHARING PLAN | ProfitSharing | $19.6M | 266 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE WELLS GROUP, LLC PREMIUM ONLY PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $585K | 327 | 2025 |
Retirement plans
Welfare plans