Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$463K
- Dental$99K
- Vision$99K
- Other$54K
- Life$30K
- Short-term disability$24K
Sponsor portfolio
WELKER, INC.
EIN 74-1760465oil & energyLatest filing 2025
Plans
4
Retirement
1
$14.5M assets
Welfare
3
$636K premiums
Participants
420
Benefits portfolio analytics
3 plans / $636K premiums / 279 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- HARTFORD LIFE AND ACCIDENT3%
Broker market share
Schedule A broker compensation
63%top
- RONALD STUBBLEFIELD63%
- KILPATRICK COMPANIES LLC33%
- AISLINN COBB2%
- CONNIE R FOX1%
- THOMAS SNYDER0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WELKER, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$14.5M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
WELKER, INC. GROUP MEDICAL INSURANCE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$463K
Covered lives85
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
WELKER, INC. GROUP MEDICAL SUPPLEMENTAL INSURANCE PLAN
Fully Insured - CIGNA HEALTH & LIFE INSURANCE COMPANY
Premiums$152K
Covered lives92
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
WELKER, INC. GROUP LONG TERM DISABILITY INSURANCE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$21K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WELKER, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $14.5M | 124 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | WELKER, INC. GROUP MEDICAL INSURANCE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $463K | 85 | 2025 | |
| 504 | WELKER, INC. GROUP MEDICAL SUPPLEMENTAL INSURANCE PLAN | Fully Insured | CIGNA HEALTH & LIFE INSURANCE COMPANY | $152K | 92 | 2025 | |
| 502 | WELKER, INC. GROUP LONG TERM DISABILITY INSURANCE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $21K | 102 | 2025 |
Retirement plans
Welfare plans