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Sponsor portfolio

WELLNESS PET COMPANY

EIN 80-0298170-food production-Latest filing 2025
Plans
2
Retirement
1
$39.5M assets
Welfare
1
$536K premiums
Participants
883
77 SOUTH BEDFORD STREET, SUITE 500 - BURLINGTON, MA 01803978-289-5544wellnesspet.comLinkedIn201-500 employeesfood production
Plans on this EIN
2 filings
#001401k-$39.5M - 540 part#501Mixed-$536K - 566 lives

Benefits portfolio analytics

1 plan / $536K premiums / 566 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$252K
  • Other$250K
  • Life$245K
  • Long-term disability$245K
  • Vision$34K
Total $536K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • DELTA DENTAL OF CALIFORNIA47%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA46%
  • VISION SERVICE PLAN6%
  • ZURICH AMERICAN INSURANCE COMPANY1%
Total $536K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $34K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE WELLNESS PET COMPANY EMPLOYEE 401(K) PLAN

401k

Assets$39.5M
Participants540
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELLNESS PET, LLC BENEFIT WELFARE PLAN

Mixed - DENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA

Premiums$536K
Covered lives566
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WELLNESS PET COMPANY EMPLOYEE 401(K) PLAN401k$39.5M5402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELLNESS PET, LLC BENEFIT WELFARE PLANMixedDENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA$536K5662025
Retirement plans
Welfare plans
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